It may already be available, but if not please consider adding a find feature in future versions where a symbol or verbiage can be entered and found ore easily.
THANKS Mark!!
|
|
FIND FEATURE
4 posts
• Page 1 of 1
Hi robert1,
Sounds useful, thanks for the feedback/idea.
+1.
I, too, would find that feature useful. The workaround I use to find investments is this: 1) Go to the Investment Performance report. 2) In the report settings, list by Investment, then click on Filter. 3) Select Symbol and enter appropriate information. 4) The resulting report will show in which portfolios the security lives. Mark, interestingly in this particular setting, a user is allowed to "List By" symbol or investment. When Investment is selected from the dropdown, a user is allowed to filter by symbol. However, when Symbol is selected from the dropdown, the filter list is grayed out and the user cannot filter. Seems counter-intuitive to allow filtering by symbol when investment is selected, but not allow it when symbol is selected. Thanks.
Hi aviator,
Okay, thanks for the feedback. It is just a program limitation that when listing by symbol you can't do all the filters. It definitely could be added, but that configuration isn't currently supported.
4 posts
• Page 1 of 1
Who is onlineUsers browsing this forum: No registered users and 8 guests |
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved. |