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Bond Ladder Reporting

Questions on using, creating, or understanding data in Fund Manager reports.

Postby AssetHound » Tue Jul 30, 2024 9:41 am

There should be some way to create a bond ladder report using existing fields. I haven't been able to figure out how, however. Trying to list bonds by maturity year. Tried using custom fields but something went wrong. Must be user error. Thoughts?
AssetHound
 
Posts: 61
Joined: Sun Sep 11, 2011 3:14 pm

Postby AssetHound » Tue Jul 30, 2024 9:50 am

Ha. I could use the type field on the general screen to list year groupings (e.g., 0-5 year). Probably don't have enough fields to list every year, but groups may be an acceptable substitute. Then, I could report by this type field. Will try it.
AssetHound
 
Posts: 61
Joined: Sun Sep 11, 2011 3:14 pm


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