Re: Does PM have a numberical tabular display of a portfolio
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Posted by Mark on January 23, 1999 at 16:47:37:
In Reply to: Does PM have a numberical tabular display of a portfolio posted by Werner on January 23, 1999 at 16:26:18:
: I am an AOL (yipes!) user and use their portfolio manager, graphs, plus ASK graphics.
: I have been asked to recommend a portfolio manager (mainly stocks) for a non-AOL user.
: Is it possible just to create a text version of a portfolio with profits/losses and daily changes similar to AOL's?
: My friend does not need all the bells and whistles FM has, but I would suggest it if it has some simple text layout.
: I could not find one in the demo because of the emphasis on graphing in FM. Hello,
Yes, you are probably looking for the report features. When viewing the graphs, just choose "Reports" from the menu. You can also set up a custom report with whatever columns you'd prefer, and then memorize that report. Next time, just select "Reports/Memorized..." to create that report again. Thanks,
Mark
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Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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