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version 2016 beta

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

Postby frankpazulski » Tue Sep 15, 2015 9:08 am

Hi Mark,
love the update, any plans to allow % allocations to investment type options as some of my target date funds include some bond % or balanced funds. I track them here because i use the other options to spread out sectors and industry groups so they aren't available.
Frank
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Postby Mark » Tue Sep 15, 2015 9:21 am

Hi Frank,

Thanks for checking out the new beta version. Thanks also for the idea on making the investment types percentages. I can see that being helpful. If you weren't using all of the categories, I would suggest using those instead, as all of the categories support this functionality.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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