Custome column in Portfolio Editor

[bvzastrow]

Hi Mark,

There are custom 1-10 columns available to display in Portfolio Editor, but how do I define one of those? For example, I want to create a percentage calculation of Price / Mov Avg 40w and display the result as a column. Is that possible with the Personal version license? Thanks.

[Mark]

Hi bvzastrow,

Those are Custom Investment Properties and you can define them under "Options / Custom Investment Properties...". You can't put multiple other fields in there and do math on them, they are just properties of a number, date, or text. See "Help..." in that dialog for details.

To be able to do math on existing fields you will want to use user-defined fields in a Custom report. This does require the Professional or Advisor version. It isn't available in the Personal version.

To see an example of how to use Custom Investment Properties and User-Defined Custom Report fields to track expense ratio/cost, see this.