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Linked Sub-Portfolio

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

Postby B2B_Investing » Tue Dec 27, 2016 5:52 pm

Mark,

A quick thank you for this powerful feature. I did not notice it when I first looked though the message board and help file when setting up FM. It provides a way to organize accounts and evaluate data in a more insightful way than using Investment Goal alone. The youtube video referenced in the help file was very valuable. The only advice I would offer is to some how better highlight this for portfolio setup since it can drive a lot of powerful analysis. A note of caution to forum members to watch the video referenced in help. If one is not careful in separating the accounts from the linked portfolios, assets could be accidentally double counted in graphs and reports.

Thanks again Mark for an excellent program!

Jason
B2B_Investing
 
Posts: 196
Joined: Wed Mar 19, 2014 8:44 am

Postby Mark » Tue Dec 27, 2016 5:53 pm

Hi Jason,

Great, thanks for the feedback. Yes, it is a powerful/useful feature in that it allows you to group your accounts in a variety of different ways without duplicating data.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Thu Dec 29, 2016 6:47 am

Hi,

Currently the name of a linked portfolio is identical to the source portfolio, and can't be renamed. I would be great if the linked portfolios could be renamed, because that's the point of linked portfolios to organize in a different way the folders tree.

A basic example of the usefulness :

- Account A
-- Stocks
-- Bonds
- Account B
-- Stocks
-- Bonds

-Stocks
-- Account A (linked to Account A\Stocks, but renamed)
-- Account B (linked to Account B\Stocks, but renamed)
-Bonds
-- Account A (linked to Account A\Bonds, but renamed)
-- Account B (linked to Account B\Bonds, but renamed)
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu Dec 29, 2016 9:44 am

Hi Djobydjoba,

Understood thanks, that would be a useful improvement.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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