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Feature wish - Group by geografical Location

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

Postby hzi5507 » Sat Sep 09, 2017 12:26 am

Hi,

It would by nice, when i could be able to define geografical locations, and associate Instruments to them, like:
US, Europe, Asia, ...

Thanks
Hansjörg Zimmermann
hzi5507
 
Posts: 15
Joined: Fri Sep 08, 2017 3:56 pm

Postby Mark » Sat Sep 09, 2017 12:20 pm

Hi Hansjörg Zimmermann,

You could use one of the 3 categories (asset/goal/sector) for this purpose. You can rename the categories to anything you want, and manually assign your investments to categories. We have a video tutorial on using categories you might like to watch.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby hzi5507 » Sun Sep 10, 2017 1:22 pm

Hi Mark,
ok will do so.

Thanks
Hansjörg Zimmermann
hzi5507
 
Posts: 15
Joined: Fri Sep 08, 2017 3:56 pm


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