Re: asset type
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Posted by Mark on December 14, 2003 at 21:26:34:
In Reply to: asset type posted by harold on December 14, 2003 at 16:32:02:
: FM6.6.330> user defines asset type and investment goal from list.
: I have made an incorrect assumptions in these categories. Should program have predefined asset type for fund or stock based on the fund family or morningstar stats.
: The same for investment goal allocation. Each fund is best definded from ther prospectus as to investment goal that applies to its investment stategy. This could also be prepogramed into FM. Simple investment goals as to retirement, college,a house,etc may still be left to the user. Hi Harold, What was the incorrect assumption you had made? You have 25 categories
for asset type, and another 25 for investment goal. You can set the labels
to whatever you'd like under "Options/Category Labels...". Each investment
can be assigned different percentages to these categories. See the
"Investment Properties..." dialog. Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
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