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Note on Portfolio Value graph?

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

Postby Robert A » Tue Jun 04, 2019 7:31 pm

Mark, is it possible to do this? I right click on a date on the portfolio value graph, but I don't see a way to add a note like what is possible on an individual investment's graph.

I want to be able to see on the portfolio value graph when I've taken cash out.

FM 2018
Robert A
 
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Joined: Mon Aug 25, 2008 1:26 pm

Postby Mark » Tue Jun 04, 2019 7:35 pm

Hi Robert A,

Sorry, no, this isn't an available feature. It is something we can consider adding (dated sub-portfolio notes, like we have for investments).
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Robert A » Tue Jun 04, 2019 7:52 pm

Thanks, it would be a useful feature.
Robert A
 
Posts: 24
Joined: Mon Aug 25, 2008 1:26 pm


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