Asset Allocation Report
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Posted by Paul on May 22, 2004 at 11:43:51:
I recently downloaded the trial version of Fund Manager to consider a conversion from an old DOS problem - PFROI (now captool). Their baisc report allowed a total by investment type (i.e. international stock, bonds, etc.) Is there a way to modify the asset allocation report to just give the total group value and % (and not all the other columms) or create a custom report to show sub totals by asset type. Also how does one retrieve values on bonds. I do not believe the yahoo site provides for bonds. Thanks
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