|
|
a few wishes[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ] Posted by Richard Smith on August 24, 2004 at 22:36:03:Is it possible to filter a custom report based on a given field. Suppose I only want to look at transactions that are of Investment Type "Options", for example. Really I would like to be able to tack on about 6 different attributes to each trade, e.g., idea source, target price, long/short term, memo, account#, account type (IRA, futures, equities) etc. and then be able to filter on each attribute (e.g., show me the performance of all trades with long/short term equal to long). Also, I would like to be able to specify a stop price and then be able to calculate % of portfolio at risk. Is this possible? Thank you again, Richard.
|
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright ©1993-2025 Beiley Software, Inc. All rights reserved. |