Re: inception date vs. initial purchase

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In Reply to: inception date vs. initial purchase posted by L Larson on October 02, 2004 at 09:34:18:

: Doing a report, and when I ask the funds to be sorted by Inception Date, it seems to be NOT either the date of initial purchase or the date of historical first data which is (also) different for each fund/security.
: Where am I going wrong....???? FM ver 6.4.337.....

: TIA

: Lars in Michigan

: PS- Has FM been upgrades yet so I can jot notes on my price curve for each stok? If Photoshop and low line graphics programs can do this, how bout us???
: (paste big smiley face here, yes, a for-real request...)

Hi Lars,

This command sorts by the first buy/sell date, the "investment inception date".
You can add this field to a custom report, to easily double check if it is
sorting properly. It seems to be working properly, if you find otherwise please
let me know.

You can use "Notes" today. The note marker will show up on the graph, and
you can put your cursor over the note marker to have the comments displayed
in the status bar.

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

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