Custom Investment Properties Dialog (CIP)

[nebfinfm]

Hi Mark,

I'm not sure how to use CIP Dialog. What is the purpose, where I can find some examples? I cannot find anything on this forum.

Thanks nebfinfm

[Mark]

Hi nebfinfm,

These allow you to track any other information you want for your investments, that Fund Manager doesn't already have built-in. For example, you could track P/E ratio, expense ratio, or any other information you want. This data can be displayed in reports or the Portfolio Editor window. This data doesn't have to be a number, it can also be some text or a date. Here is an example of how you can use it to track expense ratio:

https://www.fundmanagersoftware.com/expense_ratio.php

and here is the online documentation on this feature:

https://www.fundmanagersoftware.com/hel ... props.html