Re: Asset Allocation Report

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In Reply to: Re: Asset Allocation Report posted by Paul on May 22, 2004 at 13:04:56:

: : : 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.

Hi Paul,

If this is all the information you're looking for check out the following
graph:

Graphs / Pie Charts / Asset Allocation

Thanks,
Mark
--
Mark Beiley

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

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