Hi Mark,
1) I want to rename some Assert Type / Investment Goal / Sector labels. How do I print list of existing labels?
2) What is the typical use of Custom Dialog? Can you send some examples?
Thanks nebfinfm
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Print Labels + Investment Properties - Custom Dialog
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Hi nebfinfm,
1) That dialog isn't printable. You could print a report that lists by category, but reports will only print categories you are using. 2) What menu command are you asking about? Do you mean where you select which fields to show in a custom report?
I'm asking about "Custom" tab (10 fields) in Investment Properties. (This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties)
I don't know the use of this "Custom" tab. Can you please elaborate on the reason for this "Custom" dialog tab possibly with example..... Thanks nefinfm
Hi,
You could use these for any additional information you'd like to track about your investments. For example you could track their expense ratio as described here: https://www.fundmanagersoftware.com/expense_ratio.php
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