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Posted by Mark on November 11, 2001 at 13:19:46:

In Reply to: Re: UPGRADES posted by Danny Mensingh on November 11, 2001 at 04:18:30:

: 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,
: Danny

Hi Danny,
Yes, it is strange to plot a negative number in a pie chart. FM will
display the % as negative, but show the absolute value when drawing the
pie chart. I can see adding some user options to control how this is handled.
Also, we are planning on adding filtering for such reports as capital gains
on cash accounts.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

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