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Re: Tabular Custom Report

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Posted by Mark on April 10, 2002 at 08:46:04:

In Reply to: Tabular Custom Report posted by Mike on April 09, 2002 at 23:19:45:

: Is there a way to produce a report of investment values listing individual investments with sub totals for portfolios and a grand total? I would like the choice of column headings to be months, quarters, years, or dates specified. FM seems to be able to do everything else but this?

Hi Mike,

As you may have seen FM does have a "Portfolio Value" report that
displays the data you've described, but only for one date that you can choose.
There is not currently an option to have multiple columns, with different
dates per column. Sounds like a good idea though, thanks for the feedback.

Mark Beiley

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

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