Entering original data

[Mary Kennedy]

Can I create a field of my own and then enter my own data into it? For instance, suppose I subscribe to Morningstar and would like to include their ratings in my FM report. I would want a new field called, say, MStar, but then I would need to enter data into that field for all my stocks? Give one of them a 3, another one a 5, etc. How would that be done?

[Mark]

Hi Mary Kennedy,

Yes, you can do this using Custom Investment Properties. You customize the name/type of each of the properties (Options / Custom Investment Properties...) , and then assign them under the Investment Properties... / Custom dialog for each investment.