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Problem to memorize custom report portfolio

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Djobydjoba » Sun Sep 11, 2022 12:57 am

Hi Mark,

It seems there is a problem to recall the memorized sub-portfolio of a custom report, when several sub-portfolios have the same name.
For example, with this simple sub-portfolio structure:

- Stocks
-- Indexes
-- Mutual Funds
- Bonds
-- Indexes
-- Mutual Funds

if we want to create a custom report with the memorized sub-portfolio "Stocks\Indexes", the sub-portfolio "Bonds\Indexes" may be recalled instead. Same for "Mutual Funds".

Could this be fixed?

Thanks.
Djobydjoba
 
Posts: 640
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Mon Sep 12, 2022 10:56 am

Hi Djobydjoba,

Thanks for pointing this out. Yes, we'll look into getting this fixed.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10527
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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