Re: Ok, so How do I do that?

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In Reply to: Ok, so How do I do that? posted by Jeff W. Waldrop on August 27, 1999 at 16:29:28:

: : : How do I build a report that will give the portfolio value on each day, say for the last 45 days or so?

: : : Thanks in advance!!!

: : : Jeff W. Waldrop
: : : Met Life Financial Services

: : Hi Jeff,
: : There is no report that can provide this, but you can use the
: : "Portfolio Value" graph type to display this data graphically.

: The graphic report does not tell me this. It tells me this for this day only, after I update the prices. It this something that you may can add in the future?

: Thanx, Jeff

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager for Windows 3.1x/95/98/NT
: :
: :

Hi Jeff,
I was referring to the "Portfolio Value" graph, not the "Portfolio Value" report. This graph is selected under the "Graphs" menu. It displays the
portfolio value versus time graphically, but it doesn't create a text list of
the values on each date.
We do plan to add a selection under "Edit/All Data..." that
would provide this data. We have also added a feature into FM 4.2 that
is called "Cursor Snap". With this mode on, you can display the actual
value being plotted closest to the location of your cursor. You could use
this to pick off the portfolio value for any date from this graph (or any
other graph).

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• How do I get cursor snap Jeff W. Waldrop 19:08:28 8/29/99 (1)
  • Re: How do I get cursor snap Mark 09:21:07 8/30/99 (0)