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daily filtered report

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

Postby alpappy » Wed Apr 15, 2020 5:47 pm

HI Can I make a daily report that will show any share that has risen or fallen more than 5 %
Can this be automated ?
Thanks
Alan
alpappy
 
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Postby Mark » Thu Apr 16, 2020 8:04 am

Hi Alan,

You can't "filter" a report by a data field. You can however "sort" reports by any data field, so you could sort a report by the %Gain of the last day. You can get this in a Portfolio Performance report, or in a Capital Gains report. You can memorize this report, and have the dates float to the current date. See the top level "Sort" menu once you're in a report window.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby alpappy » Thu Apr 16, 2020 3:10 pm

HI Thanks that works is bit clunky Is it not possible to send an alert if a share goes up or down more than 5% say in day I use that a lot to place stop losses etc
alan
alpappy
 
Posts: 354
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Thu Apr 16, 2020 4:02 pm

Hi Alan,

There isn't a global alert you can set like that. Alerts have to be set for each individual investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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