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Re: FM7 - Sort By Value on Reports

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Posted by Mark on January 02, 2005 at 10:35:58:

In Reply to: FM7 - Sort By Value on Reports posted by Gary Wilson on January 02, 2005 at 05:22:24:

: Hi,

: I just had a play with latest version & some improvements will be most valuable - thank you. I generated a Portfolio Report by Symbol & then a sort by value. I noticed the value sort was imperfect. Not so bad that I can't manually adjust, but nevertheess quite a few errors.

: All the best Gary

Hi Gary,

Thanks for the feedback.

That "Sort By / Value" menu command is underneath the "Investments" menu, which
means it is sorting the "investment stack" by value, which doesn't necessarily
line up with the symbols, if you have more than one investment tracking the same
symbol. I do agree this can be misleading. It would be good to add more
sorting options, so you can sort the same by symbol...

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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