Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

ROI and TWR Reports

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

Postby elliots » Sat Jan 22, 2011 7:24 pm

Mark,

I would make a case that the ROI and TWR reports should not even show the individual investments -- the focus should be on the portfolio result.
You've got an option to hide the report totals in the footer, why not an option to show ONLY the footer number. You've got the Investment Performance report for those that want to look at each individual investment.

Elliot
elliots
 
Posts: 167
Joined: Sun Sep 28, 2008 11:29 am
Location: West Palm Beach, FL

Postby Mark » Sat Jan 22, 2011 8:11 pm

Hi Elliot,

Thanks for the feedback. We are planning on adding a new report settings "List By" choice of "<None>" in the next major version. This listing option would accomplish what you're looking for.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11712
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 16 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.