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some ideas ...

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Postby mkappa74 » Thu May 29, 2008 1:40 pm

some ideas for next version:
- multiple selection: can I select 2 or more investment and apply some changes? i.e.: server retrieve, hidden status, or so on...
- add some customizable category else ... two (inv. goal and assett allocation) are too poor to describe investments, especially for mutual funds (I'm interested in adding some info from mornignstar or other information site)
- why investment file contains investment transaction too? if it would be separated, I could link the same investment info to more portofolios (like prices, assett etc. ), and each of them could contain several transaction.
mkappa74
 
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Postby Mark » Thu May 29, 2008 1:46 pm

Hi mkappa74,

Thanks for the feedback. Have you seen "Options / Category Labels..."? You can customize all of the asset type and investment goal categories.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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