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Re: New Feature: Sector Allocation

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Posted by Mark on October 14, 2000 at 09:36:47:

In Reply to: New Feature: Sector Allocation posted by Clive on October 13, 2000 at 14:44:23:

: Hi Mark;
: If you're looking for a future product enhancement, I'd like to see something called "Sector Allocation". It would be patterned after the present Asset Allocation feature but would enable the user to define sector allocations, like technology, financial services, etc.
: Presently, I've got the asset allocation feature to give me an overall snap shot of the geographical allocation of my equities. But, I'd sure like to know what my overall exposure to technology is on an ongoing basis.
: Best regards,
: Clive

Hi Clive,
There are basically two tools for this: Asset Allocation and Investment
Goal. They are the same feature, with just two different names. You can
use them however you best see fit. You can adjust the names of the
categories under "Options/Category Labels...". You could use the Investment
Goal categories to track your Sector Allocation.

Mark Beiley

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

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