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List of Allocation Targets

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

Postby ricbertsch » Mon Jun 11, 2018 10:30 am

Mark, is there a way to access a list of all of the allocation targets that we have created? We had a basic 7 models but then there are a quite a number of older client portfolios that had individual personalized models with allocation targets created in their name. Thanks
Richard G. Bertsch CFP(tm)
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Postby Mark » Mon Jun 11, 2018 11:10 am

Hi ricbertsch,

Yes, create a Rebalance report, and from within the Report Settings dialog box, under the "Allocation Target" drop-down, select "<Edit Allocation Targets...>". You can see all of them there, and manage them from there.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby ricbertsch » Mon Jun 11, 2018 11:32 am

Thanks Mark. That I know but I probably was not clear. I wanted to be able to either print a list of them or right click, select all, copy and then print them.
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Mon Jun 11, 2018 11:34 am

Hi ricbertsch,

Sorry, there isn't a way to easily print them in a list format. You could either do a screen print, or you'd have to select each one and copy/paste one at a time into another document, like a text file, and then print that.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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