Re: Asset Allocation Report

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In Reply to: Asset Allocation Report 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

Hi Paul,
You can't remove columns from the asset allocation report. Is it missing
any columns you want, or just has some extras you don't want?

The custom report can't be used to show a breakdown by asset type.

I'm not sure if any of the quote servers have the bond prices you need. You
can visit them with your browser to check. For links to all the quote servers
see:

http://www.fundmanagersoftware.com/intrtv.html

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: Asset Allocation Report Paul 13:04:56 05/22/04 (1)
  • Re: Asset Allocation Report Mark 13:43:14 05/22/04 (0)