Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Bulk Entries and Notes

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

Posted by Mark on April 09, 2004 at 09:20:21:

In Reply to: Re: Bulk Entries and Notes posted by Jim on April 09, 2004 at 08:27:23:

: : : Mark,

: : : It would be nice to see alerts in a table form that could be edited and maintained like a spread sheet. It would make keeping up a lot easier. Also it could provide a view of all active alerts by company with current price.

: : : It also would be nice to see like a postit note on the screen for an investment. That way as you scroll through your investments if there is a reminder you wanted to pop out it woiuld be their.

: : : Jim

: : Hi Jim,

: : Thanks for the feedback. You may have already seen this, but the closest
: : thing we have to a spreadsheet view of the alerts is the "Edit / All Data..."
: : dialog, with the "Alerts" data type selected.

: : I assume you've probably also seen the "Note" feature. They don't appear
: : like "post-its", but you can have "Note markers" displayed. By placing your
: : mouse over the note marker, the note text will display in the status bar.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: :

: Mark,
: I presently use the edit all feature, but it still is one at a time. It would be nice to have a spread sheet like form to move arround in. Also on the alerts when You set the special options on one alert it is set on all. For example I wanted to watch a specific stock so I set it to E-Mail, Now all my alerts E-Mail.
: As for the note: I also use notes as you describe, but I still would like to have at least one note that would be printed on the graph so as I page through it is noticable.

Hi Jim,

Okay, sounds good. I just wanted to make sure you had at least seen those
features. I understand what you're looking for.

Thanks,
Mark
--
Mark Beiley

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



Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy