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sector category

Comments, critical feedback, praise, or suggestions for new features.

Postby frankpazulski » Mon Sep 26, 2011 7:23 pm

Can you add another category w/ user defined lists to investment properties in next update so sector information can be added to stocks and mutual funds.
frankpazulski
 
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Joined: Fri Jul 30, 2010 7:23 pm

Postby Mark » Tue Sep 27, 2011 9:01 am

Hi frankpazulski,

Thanks for the feedback/idea. Are you already using the "Asset Type" and "Investment Goal" categories for something else? If not, you can use one of these for tracking sectors. The categories are generic, and you can adjust them to be used for anything you want. See "Options / Category Labels...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby frankpazulski » Wed Sep 28, 2011 5:46 am

yes mark, using both those for asset class and subclasses. would be nice to have another category that would be totally user defined. is this difficult for you to add to next update. i know there have been many request for this in the past.
frankpazulski
 
Posts: 53
Joined: Fri Jul 30, 2010 7:23 pm

Postby Mark » Wed Sep 28, 2011 8:05 am

Hi frankpazulski,

Okay, thanks. It is not terribly difficult, but it would require a significant amount of development time and effort. A 3rd generic use category would be a nice new feature.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11772
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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