Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Add full text search over a Tag field to generate reports

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

Postby lucabol » Sun Nov 18, 2007 11:50 am

Hi,
This is copied from the internals of another thread to simplify your tracking of feature requests.

I'd like some sort of tagging system that allows me to add more tags (i.e. country, style, valuation ...).

Moreover I'd like to use full search to generate reports (i.e. build a report with just the investment that contains the word "Large" in the Style tag).

The latter request is probably more important as it allows to workaround the lack of the former one by storing all the labels in a single tag (i.e. Style = "Foreign Large Value Cap") and then search for particular labels (i.e. report for all the ones that have "Value" in the Style tag).

Thanks,
.luca
lucabol
 
Posts: 52
Joined: Sun Oct 28, 2007 8:15 am

Postby Mark » Mon Nov 19, 2007 10:52 am

Hi Luca,

I do like this idea. I can see it being quite powerful/flexible. Ideally you could create a report, and do a search/filter on any field, such as this "Tag" field, or the "Name" field, etc...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 46 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.