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Investment Name

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

Postby 4Profits » Wed Dec 22, 2021 12:04 pm

Mark I am trying to do a custom report and I want the investment name like is shown in the Portfolio Editor. I found the remaining items but not the name. Also is it possible to export the portfolio editor with all the columns that I have displayed to a csv file.

Thanks Jim
4Profits
 
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Postby Mark » Wed Dec 22, 2021 1:59 pm

Hi Jim,

Use "Options / General Preferences... / Display / Investment Description" and set it to just "Name". Sorry, no, you can't export the Portfolio Editor to a CSV file. You can export any report though.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby 4Profits » Thu Dec 23, 2021 7:55 am

That is the way I have it but in my custom report I want the Name, Symbol, Shares and vurrent value. Which fields should I put in my report
4Profits
 
Posts: 104
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Thu Dec 23, 2021 9:18 am

Add the fields:

Symbol
Shares (ending)
Value (ending)

and make sure you are "Listing" by "Investment".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10212
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby 4Profits » Thu Dec 23, 2021 2:24 pm

So there is no way to have both the name and the symbol in the report?
4Profits
 
Posts: 104
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Thu Dec 23, 2021 6:00 pm

Yes, you can have both the name and symbol. If you use the report settings I mentioned the first column will be the investment description (which can be the investment name), the second will be the symbol, etc... Since you are "Listing By" investment, the first column will always be the investment description. The investment description can be any of these:

Name
Symbol
(Symbol) Name

and you set that under "Options / General Preferences... / Display / Investment Description", so just set it to "Name", and the first column will be the investment name.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10212
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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