Re: a few wishes

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In Reply to: a few wishes 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.

Hi Richard,

Thanks for the feedback. In v7.0 you will be able list custom reports by
Investment, Symbol, Type, Asset Goal, or Investment Goal. This way, you
could look at all your "Options" when listing by Type.

Could you explain more about the stop price feature you want? I don't
fully understand the request.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: a few wishes Richard Smith 12:43:16 08/25/04 (1)
  • Re: a few wishes Mark 13:29:51 08/25/04 (0)
• Re: a few wishes Richard Smith 12:35:59 08/25/04 (4)
  • Re: a few wishes Mark 13:40:08 08/25/04 (3)
    • Re: a few wishes Richard Smith 11:57:16 08/26/04 (1)
      • Re: a few wishes Mark 12:47:31 08/26/04 (0)
    • Re: a few wishes Richard Smith 15:08:52 08/25/04 (0)