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Re: Report of Portfolios

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Posted by Mark on January 08, 2001 at 20:13:04:

In Reply to: Report of Portfolios posted by Tim on January 08, 2001 at 16:28:58:

: Mark,

: I have been trying out version 4 and it seems to meet most of my needs. In report though, one area that would make for a nice improvement would be the ability to display a report of portfolios. In other words, if you could not only make a portfolio of investments but a "portfolio of portfolios" then you could open the one and on performance and value reports see the "super-portfolio" name listed with each portfolio and then the investments indented underneath. To see all your investments if you have them in different portfolios, there is currently no way of grouping them.

Hi Tim,
I think you're right, thanks for the feedback.

Mark Beiley

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

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