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automatic weekly performance

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

Postby alpappy » Wed Jun 19, 2019 2:02 pm

HI Mark would it be possible to set a weekly automatic performance report for the portfolio Would be great if this could be pushed to email
alan
alpappy
 
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Postby Mark » Wed Jun 19, 2019 9:05 pm

Hi alan,

You can run a report for any time period you want. The Advisor version has the ability to email reports.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby alpappy » Wed Jun 19, 2019 9:11 pm

Thanks looks like i should upgrade
Regards
alpappy
 
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