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Re: Special Report

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Posted by Mark on November 29, 2002 at 19:48:44:

In Reply to: Special Report posted by H. C. Pierce on November 29, 2002 at 12:56:31:

: Mark:

: It would be nice if I could create a report which would list:

: 200xmmdd

: Portfolio A $xxxx.xx
: Portfolio B $xxxx.xx
: Portfolio C $xxxx.xx
: ________
: Total $xxxx.xx

: Where Portfolios A, B, and C exist in my FM file and the current value of each would be acquired for the specified date from existing portfolios in my FM file and added together to get the total value. This sheet placed on top of the printouts of the associated portfolios would make a nice package for my specific date paper files. Currently, I do this manually but thought that since I find it a valuable summary to keep that it might be a nice feature for FM.

: Best regards, Chuck Pierce. Dana Point, CA

Hi Chuck,

Thanks for the feedback. This sounds like it would dovetail nicely
when we are able to add support for sub-portfolios. This is something
that is on our list for a future improvement.

Mark Beiley

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

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