by klvassalotti » Sun Mar 07, 2010 8:05 am
I've been using the professional version of FM for almost two months now and am very happy with it. It offers alot of flexibility and tools to better understand my investment performance and manage my portfolio. In the past, I've used Captools, Quicken and Better Investing Portfolio Manager (most recently) and find FM to be among the best. That said, there are a couple of things I hope you'll consider for future development. I believe these have been brought up by others, but I thought I'd add my two cents. They are all functionality of the more basic programs I mentioned above (Quicken & Portfolio Manager), which cost much less than the professional verision of FM.
1. It would be helpful to be able to select multiple portfolios/accounts to include in the reports. For example, I have two subportfolios under Master - Retirement, which includes taxable and non-taxable account and a Reserve Portfolio, which is all taxable. I would like to be able to generate reports at tax time that include only the taxable accounts.
2. On the reports themselves, I would like to see securities held in mutliple portfolios listed only once (by name). I know it can be done if I list by symbol, but that can only be done if your not subtotalling on another characteristic.
3. Implement a "master security list" or some other method to collect common information about a security so that there is consistency when the security is held in multiple accounts. The same could be said for prices. A common price file for each security would make maintenance easier if, for some reason, a price needs to be changed for a security held in multiple portfolios.
You have a great product. Thanks in advance for considering these suggestions.
Keith