Re: Asset Allocation Report

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In Reply to: Re: Asset Allocation Report posted by Mark on May 22, 2004 at 12:17:23:

: : 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
:

The assest allocation report just has many more columns than I wanted. Just wanted to see what % each type of asset was to total.

Replies:

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