Re: Tracking both stock type and stock size allocations

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In Reply to: Re: Tracking both stock type and stock size allocations posted by Mark on November 29, 2000 at 07:06:51:

: : Mark -

: : Another question, please: Under Edit...Investment Properties...Asset Type I
: : can enter the percentage of assets a fund has in various stock type categories
: : (e.g., utilities, financials, technology, etc.). Alternatively, I can choose
: : to use this field to classify a fund's stock allocation by stock "size:" large
: : cap, small cap, growth, value, etc. (there is certainly a better term for the
: : later categorization, but I can't think of it at the moment). However, what
: : I would like to be able to do is to look at the asset allocation among the
: : funds in a given portfolio according to both criteria. In other words, I'd like
: : to be able to look at (for example) a pie chart based on stock type categories
: : for a given portfolio, and also look at a pie chart based on allocation among
: : large cap, small cap, agressive growth, etc. (what I called stock "size," above)
: : for the same portfolio. Unfortunatley, there is only one field to work with,
: : and the percentages have to add up to 100. Am I missing some way to accomplish
: : what I want to do? Thanks for your help.

: : Ross

: Hi Ross,
: There are two categories you can use. There is the "Asset Type" and
: "Investment Goal". They are both equivalent, and each have their own
: set of pie/stacked graphs. You can use these two categories however you
: like. You can adjust their names under "Options/Category Labels...".

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:

Mark -

That should do it. Thank you!

Ross

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