Feature Request: Bond Portfolio Analysis

[ Message Board ] [ Archives ] [ Search ]

Posted by jg on July 13, 2007 at 13:38:01:

Hi Mark and other Beiley Software folks,

First, let me just say that Fund Manager is easily the best portfolio management and asset tracking tool I've seen on the market. Thanks for writing such a great product.

One feature that would be extremely helpful (and has been occasionally requested in the forums) is simple ladder-oriented bond portfolio analysis: just report the average duration and yield of the bonds in a portfolio, provide simple displays of future income streams, etc. You'd need to collect a few extra data points about each bond investment, and offer new types of reports, so I know it's not a trivial feature request.

Fidelity offers some of these features through their bond ladder tool, if you want to see a sample implementation, but it's somewhat broken and inflexible in its implementation (among other reasons, because you can't modify or add to the ladder once its created).

cheers,
jg

Replies:

• Re: Feature Request: Bond Portfolio Analysis Mark 14:03:39 07/13/07 (0)