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Month Wise Income Summary

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

Postby divinest » Wed Feb 21, 2018 6:01 am

Hi Mark,
Suggestion for future releases
Since we have the limitation of max 6 date ranges, would it be possible to have a custom report format like the monthly performance report, have the projected dividend income or past dividend paid broken by month, or is there a way to do it already,

Eg:

Security Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
ZZZ $$$ - - $$$ - - $$$ - - $$$ - -
YYY - - $$$ - - $$$ - - $$$ - - $$$
AAA

Thanks!
divinest
 
Posts: 149
Joined: Tue Sep 05, 2017 7:07 pm

Postby Mark » Wed Feb 21, 2018 7:29 am

Hi divinest,

Thanks for the feedback. We could add these as options as new "Performance Metrics" to the existing Monthly Performance report. Also, you can get a monthly breakdown in the "Income Schedule" report. This is projected income, based on the "Investment Properties... / Income" settings for each investment.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby divinest » Wed Feb 21, 2018 7:31 am

Thanks Mark, that works.
divinest
 
Posts: 149
Joined: Tue Sep 05, 2017 7:07 pm


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