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Investment Goal.

General questions about using Fund Manager that do not fit into any other forum.

Postby aviator » Sat May 08, 2010 5:31 pm

Mark, can the investment goal field be used to define anything?

Most of my investments don't have risk data readily available. But my broker does offer industry sectors in which the company does business (Information Technology, Consumer Discretionary, Energy, etc.) Could I change the investment goal data to reflect industry sectors, which would give me an extra level of reporting?
aviator
 
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Postby Mark » Sat May 08, 2010 5:41 pm

Hi aviator,

Yes, they can. You can adjust the names to whatever you'd like under "Options / Category Labels...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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