Investment Properties - Custom Dialog

This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties... from the popup menu. It is also available by right mouse clicking on any investment in the Graph or a Report window, and choosing Investment Properties... from the popup menu. Use this page to enter custom properties for this investment. The labels and data types available are set globally for all investments under the Custom Investment Properties Dialog.

Text type custom fields can include URLs, such as https://www.fundmanagersoftware.com or file://<Path to local file> or mailto:johnsmith@yahoo.com which will be automatically hyperlinked so you can open the URL target by double clicking on the link.

Custom investment properties can be displayed in a Custom report or in the Portfolio Editor window. Custom investment properties are also available for use in User-Defined Custom Report Fields.

See Also