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consistent vocabulary

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Postby JeanneMarie » Wed Jan 14, 2015 12:02 pm

May I register a small complaint about reports? There are differences in terminology in different areas of the program. A very minor difference is that basis per share in the Portfolio Ed. is tax basis per share in Custom Settings, not too bad. But try finding the "price" in Porfolio Editor in the Custom Settings. I settled for "End NAV" which seems to be working. I think that was the worst case so far. But when you're trying to learn a new program... and your education in the underlying subject is (ahem!) limited.... well, perhaps you can understand. :cry:

Thanks for listening,

Jeanne
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Postby Mark » Wed Jan 14, 2015 12:13 pm

Hi Jeanne,

Good point. Thanks for pointing this out, I can see that being confusing. We'll try to improve this. If you find other areas, please do let us know.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby JeanneMarie » Thu Jan 15, 2015 2:03 pm

Actually, I somewhat mis-reported this problem, and after I wrote I couldn't find "End NAV" in the Custom Settings dialog. Apparently, I *had* found the Porfolio Editor's "price" as "share price (ending)" in Custom Settings. But "End NAV" is what popped up on the report (and I was sleep-deprived). So it's really a tad worse that I thought.

Thanks for listening,
Jeanne
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Posts: 87
Joined: Thu Oct 23, 2014 9:52 am


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