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Graphing across subportfolio

Comments, critical feedback, praise, or suggestions for new features.

Postby Ivan » Fri Jan 24, 2014 11:54 am

Hi Mark,

I have a number of funds which I have transferred from one subportfolio to another, recording the transfer with a sale and purchase so the activity shows in the correct subportfolio. However doing this prevents me from getting a long term picture of how I have done with the investment. It would be handy if there were a way to graph the investment across subportfolios. I realize there may be issues with this such as if the times the investment was held overlapped, but if a way could be found to do this is would be very helpful.

Thanks,
Ivan
Ivan
 
Posts: 172
Joined: Thu Nov 18, 2010 4:43 pm

Postby Mark » Fri Jan 24, 2014 2:00 pm

Hi Ivan,

Thanks for the feedback, I can understand wanting to do that...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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