Fund Manager
Contact Us

Portfolio Strategy Notes

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

Postby AssetHound » Fri Apr 29, 2022 1:18 pm

Is there some way to have general portfolio strategy notes? These are not associated with a particular investment, only general notes about portfolio actions to take in the future or given certain events. Thanks.
Posts: 53
Joined: Sun Sep 11, 2011 3:14 pm

Postby Mark » Fri Apr 29, 2022 7:07 pm

Hi AssetHound,

There is no feature for portfolio level notes, other than the 1 memo box in the Portfolio’s properties. I guess you could creat an empty investment to track these, or put them as notes in the default cash account. Just some ideas…
Fund Manager - Portfolio Management Software
Site Admin
Posts: 10531
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Return to General

Who is online

Users browsing this forum: No registered users and 3 guests | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2022 Beiley Software, Inc. All rights reserved.