≡	Fund Manager PORTFOLIO MANAGEMENT SOFTWARE

Re: investment/portfolio info

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on August 05, 2003 at 19:34:31:

In Reply to: investment/portfolio info posted by Robert on August 05, 2003 at 19:29:31:

: There is a place to record account number on investments but I don't see that field in report options. It would be useful to record basic information about a portfolio (broker, account number) and be able to print out a report of portfolio info and listing of investments and the account number (no financial info) as a reference list.

Hi Robert,

Good point, I'll see about adding that field to the list of available
fields in the custom report.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

Replies:

| | | |