Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

GIC/Bond Maturity date

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

Postby frs001@gmail.com » Thu Feb 29, 2024 10:20 am

Hi,

I currently own quite a few GIC & my Expiry date monitoring is not optimal. Considering that it is possible to record the Maturity date for each of these investment, is it possible to get a warning whenever an maturity date has been triggered? Many thanks and regards, Francois
frs001@gmail.com
 
Posts: 4
Joined: Wed Nov 13, 2019 8:49 pm

Postby Mark » Thu Feb 29, 2024 2:40 pm

Hi Francois,

Yes, you can set an alert when either the current date or the date of the latest recorded price passes the bond's maturity date. This feature is available in the Professional and Advisor versions, but not in the Personal version. You set it like any other alert. See the documentation here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11297
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby frs001@gmail.com » Thu Feb 29, 2024 8:39 pm

Many thanks!!!! Frs
frs001@gmail.com
 
Posts: 4
Joined: Wed Nov 13, 2019 8:49 pm


Return to Reports

Who is online

Users browsing this forum: No registered users and 2 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron