Format numbers as %

[neri]

Is it possible to format numbers as percentages (with a %) in the portfolio view?

Also, is possible to have the program auto update transactions and security prices automaticaly?

[Mark]

Hi Neri,

What window are you calling the "portfolio view"? I'm not sure about where you are looking.

You can auto-update prices, but not transactions. See "Options / Internet Settings..." and turn on "Automatic Retrieve".

[neri]

Mark-

I am referring to the portfolio editor screen.

Also, is there a way to supress securities with $0 value without deleting them permanently?

Thanks.

[Mark]

Hi Neri,

In the Portfolio Editor window you can choose which fields to display by using "View / List Columns...". The numbers are displayed in whatever is appropriate. For example, yields are displayed as percentages, and value based numbers are displayed as values (not percentages). You cannot force a value to display as a percentage.

Yes, you can "hide" investments you no longer own. For details on this, see this FAQ:

http://www.fundmanagersoftware.com/faq_hide_sold.php