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Portfolio Value with Accrued Interest

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

Postby erlconsult » Mon Dec 15, 2014 12:33 pm

Would like option of including accrued interest when graphing Portfolio Value. Is there a way to do this? If not, please add to list of requested features.

thanks,
Eddy
erlconsult
 
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Postby Mark » Tue Dec 16, 2014 9:27 am

Hi Eddy,

This is not a graph feature (you can get it in a report). Thanks for the feedback, we can consider this for a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby erlconsult » Thu Dec 25, 2014 1:26 pm

I have already taken advantage of including the accrued interest on the report, but the graph is visual and so it would be nice to be able to include the accrued interest there as well. If you have a lot of bonds, the accrued interest can be significant.

Thanks for the consideration.
erlconsult
 
Posts: 15
Joined: Wed Apr 10, 2013 3:09 pm

Postby Mark » Fri Dec 26, 2014 9:15 am

Hi Eddy,

Understood, thanks for the feedback/idea.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11601
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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