Portfolio Manager Feature

[HCPierce]

20081201

Hi Mark:

Before anything else! I wish you a Happy Christmas and a prosperous New Year.

In the Portfolio Manager, I find myself wanting and needing the sum of the value column. Could a final item "Total" be entered in the name column which would cause a summation of the value column to be attached as the last item in the value column of the particular portfolio.

To get worse: Could a .dat file be saved for each portfolio so setup with a "Total" function which would allow graphing the total of this portfolio?

Best regards, H. C. "Chuck" Pierce

[Mark]

Hi Chuck,

Thanks for the well wishes.

A couple of thoughts:

1) Select the next higher level sub-portfolio on the left, so you can see the totals for the lower level sub-portfolios on the right.

2) Create a report, instead of looking in the Portfolio Editor

It may be possible to create such a .dat file in the future, but it isn't a feature we have today. Thanks for the idea.