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Minor Report Tweak

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

Postby stevetone » Sat Jan 15, 2011 7:55 am

If you could, please eliminate the "Interpolated" message at the bottom of reports if there are no interpolated prices. It would save some explanation to clients (I always make sure that all securities have report date pricing information).

Generally I update money market prices manually to a buck, as they are not retrievable. It would splendid if there was a checkbox in the money market Properties that could fix the price to a buck (of course, that is assuming that current regulations don't change to require floating prices...)
stevetone
 
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Postby Mark » Sat Jan 15, 2011 10:19 am

Hi stevetone,

In the Advisor version you can turn off the "Interpolated" message. See "Options / Report Preferences... / General / Show Asterisk When Interpolating Price". Turning off this option hides any asterisks, and also hides the message in the footer.

For money markets, turn off "Investment Properties... / Internet Retrieve / Update Price", so that the price stays fixed at $1.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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