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Re: Sorting custom reports; internet price retrieval

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Posted by Mark on January 31, 2004 at 11:00:03:

In Reply to: Sorting custom reports; internet price retrieval posted by Bill Davison on January 31, 2004 at 02:38:50:

: Hi -

: Question -
: I created a custom report and would like to sort on "tax basis unrealized gain". It looks like not all the columns are available under "investment/sort by". Or is there some other way to do it? It would be helpful to be able to sort on any field in a report.

: Suggestion -
: Seems like there ought to be a way to program around the 200 day limit on internet price retrieval. Couldn't you enhance FM to accept a larger date range, then behind the scenes submit it in 200 day increments?

: The above is just nitpicking - I love the software!
: Bill

Hi Bill,

On the custom report, you can only sort by what fields are listed under
Investment / Sort By. I agree, it would be a good improvement to be able
to sort by any available field.

You're right on the 200 day limit as well. I'm planning on adding this
into the next major release.

Thanks for the feedback, I do appreciate it.

Thanks,
Mark
--
Mark Beiley

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

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