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Feature wish - Reference to a file or folder

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

Postby hzi5507 » Sat Sep 09, 2017 12:30 am

Hi,

I collect the sources which where relevant for my investment decision. This can by a PDF-File or a folder, where i collect the Annual Business reports of a Company.

It would by a nice feature, when i can store this reference as a field with the investment to directly access this from within fundmanager.

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

Postby Mark » Sat Sep 09, 2017 4:49 pm

Hi Hansjörg Zimmermann,

You could store the path to the file/folder as an investment note. You can record as many notes as you want in an investment, and they are dated.
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 4:33 am

Hi Mark,

i now that feature. Nice would be, when there is a posibility:
a) to store a link on which i can click, and it then opens a window, or jumps to that folder or
b) store a file as a BLOB, so it is included within the fund manager database (PDF or Textfile)

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

Postby Mark » Sun Sep 10, 2017 5:51 pm

Hi Hansjörg,

Okay, understood. Thanks for the feedback/idea.
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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