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Suggestion - displaying multiple portfolios

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Posted by Anil on August 25, 2002 at 20:47:11:

Hello Mark

Eventually I have had some more time to look further at Fund Manager. I would like to make a suggestion for future development.

Currently one can visually compare/contrast graphs for multiple investments (up to nine) on a single screen.

I would like to suggest that this capability be extended to allow one to visually compare/contrast multiple _portfolios_ on a single screen.

This extension would be very useful for those individuals possessing different portfolios, or for those monitoring portfolios for multiple clients.

I would envisage that each portfolio graph so displayed could be 'drilled down' to reveal graphs of the individual investments of which it is comprised.

Displayed output (yields, gain, etc) would reflect the appropriate level of aggregation.

I think this would be an important and worthy extension of the program.


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