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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.
AssetHound
 
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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…
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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