Custom Fields in Investments Properties

[Djobydjoba]

Hi Mark,

In France, we have two main account types to invest in stock : PEA and CTO. They are investment accounts with different tax systems.

Though we can purchase virtually anything in the CTO, stocks and funds that can be purchased in a PEA are restricted to those of the European Union (mainly), and are labeled "eligible for the PEA". That's a useful information I would like to appear in my investments properties.

The ability to define some custom fields in the investments properties, which could be displayed in the Portfolio Editor (in dedicated columns) and reports, would be a good addition for this purpose and other needs.

Thanks,
Djoby

[Mark]

Hi Djoby,

Thanks for the feedback. I agree this would be a very good improvement, and we plan to look closely at it for the next major update.

[gmsimon]

Have you considered using the "Description" field on the General tab of Properties. This field can be displayed on the Portfolio view (I use it with a portfolio named 'Former Holdings' to record month/year sold and sales price).

Just a thought...bonjour.

[Djobydjoba]

Hi gmsimon,

Thanks for the idea. The Description field could do the trick but I use it already. In fact, I found the Account Number field usable for my need... while waiting for custom fields