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Custom Report - Formula Creation

Questions about updating prices or transactions in Fund Manager

Postby jhamac » Thu Feb 14, 2008 11:13 pm

Hello,

Can I create a formula of my own for reports. I want a column as
Total Investment Value = ( No. Of Shares held * Purchase average price)

To elaborate more I have come across situations where I am not able to select a Column (fields) from Custom setting for custom report. But I see if I can do some operations on 2 columns present say C= A+ B.

I will get the desired output. here A, B are fields present in Custom setting, but C is not there.

Could you please help me out.

In a sentence is there any Formula Creation option in Fund Manager?
jhamac
 
Posts: 3
Joined: Thu Feb 07, 2008 4:28 am

Postby Mark » Fri Feb 15, 2008 8:38 am

Hi jhamac,

Sorry, no, you can't create your own formulas. This would be a great feature to offer, but for now you must choose from the list of available fields.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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