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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
 
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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: 11253
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: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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