Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Custom Columns

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

Postby John Lea » Sat Mar 12, 2022 6:55 am

I am curious about how FM users employ the Custom Columns. It seems to me that they can be very useful but so far I have only set three. Buy Price, Date Buy Price was set and Source of the idea.
John Lea
 
Posts: 45
Joined: Tue Oct 14, 2008 3:43 am

Postby Mark » Sat Mar 12, 2022 9:47 am

Hi John Lea,

Are you asking about the custom investment properties? These are the fields you define under "Options / Custom Investment Properties...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10530
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby John Lea » Mon Mar 14, 2022 6:12 am

Yes. I wonder if others have put this feature to a better use than I can think of. I feel like I am missing the potential here.
John Lea
 
Posts: 45
Joined: Tue Oct 14, 2008 3:43 am

Postby Mark » Mon Mar 14, 2022 8:33 am

Hi John Lea,

Here is one example of how you can use this feature:

https://www.fundmanagersoftware.com/expense_ratio.php

You can use it to track any information you want, that is related to the investment, and not necessarily any specific transaction.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10530
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: Google [Bot] and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2022 Beiley Software, Inc. All rights reserved.
cron