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Entering original data

General questions about using Fund Manager that do not fit into any other forum.

Postby Mary Kennedy » Fri Aug 16, 2019 11:35 am

Can I create a field of my own and then enter my own data into it? For instance, suppose I subscribe to Morningstar and would like to include their ratings in my FM report. I would want a new field called, say, MStar, but then I would need to enter data into that field for all my stocks? Give one of them a 3, another one a 5, etc. How would that be done?
Mary Kennedy
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Joined: Sat May 08, 2010 2:36 pm

Postby Mark » Fri Aug 16, 2019 3:28 pm

Hi Mary Kennedy,

Yes, you can do this using Custom Investment Properties. You customize the name/type of each of the properties (Options / Custom Investment Properties...) , and then assign them under the Investment Properties... / Custom dialog for each investment.
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