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Portfolio presentation.

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

Postby HCPierce » Sat Dec 08, 2007 7:33 pm

Mark:

When viewing a Portfolio/sub-portfolio list of securities, it would be of value if among the column headings there were a date of the last update applicable to these prices. Maybe something like adding to the "Name" column the words " - last updated: mm/dd/yy" giving the date on which the price updates were retrieved from the Quote Server.

Alternatively perhaps, a line could be added above the column headings for the securities which would say:
(Today's date) (Portfolio/Sub-Portfolio name) last updated: mm/dd/yy
and perhaps add to this: from (Quote Server).

This would be particularily useful as an addition to printed copies retained for records.

Best regards,
"Chuck"
H. C. Pierce, Dana Point, CA
HCPierce
 
Posts: 38
Joined: Mon Dec 03, 2007 2:36 pm

Postby Mark » Sun Dec 09, 2007 10:57 am

Hi Chuck,

It sounds like you are referring to the Portfolio Editor window? If so, you can pretty much do this now. From within the Portfolio Editor window, select "View / List Columns...". You can choose from a wide variety of fields, and adjust the order the fields are displayed. You might want to use the "Last Price" field and the "Quote Server" field. The "Last Price" field displays the date of the most recent recorded price for each investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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