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Re: Suggestion - displaying multiple portfolios

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Posted by Mark on August 26, 2002 at 07:58:06:

In Reply to: Suggestion - displaying multiple portfolios 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.

: Thanks
: Anil

Hi Anil,

I agree this would be a very good addition. Support for having
multiple portfolios open at once has been on the "to-do" list for quite
some time, but just has never made it to the top yet...

Mark Beiley

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

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