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Posted by Danny Mensingh on November 11, 2001 at 04:18:30:

In Reply to: Re: UPGRADES posted by Mark on November 10, 2001 at 16:35:41:

Hi Mark,

I forgot one other important request:

I use a Margin Loan as one of my cash accoutns. It would be good if loan accounts could be flagged to be excluded from certain reporting functions, such as "% of portfolio". When I do a pie chart by symbol, the percentages and slices don't seem to add up (well, they add up to 100, but the loan is a -ve %.
I think maybe some aras would need investigation when considering a loan as part of the portfolio. There aresome reports where I want to include the loan as part of the calculations (eg gearing and ROI) and others where I don't (eg portfolio pie).

I cen send my portfolio if you need sample data.

Thanks again,

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