Re: FM7 Beta 2 Sub-Portfolio Sorting

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In Reply to: FM7 Beta 2 Sub-Portfolio Sorting posted by Gary Trimmier on November 10, 2004 at 12:38:22:

: Mark,

: I have created 4 Sub-Portfolio's and when I create a report with subtotal portfolios and preform a investment sort-by all seems to work within the Sub-Portfolio except %Gain and Yield.

: Thanks

Hi Gary,

What report type are you looking at, and what are you "listing by"? For
example, is it a "Portfolio Performance" report, listing by "Investment"?

The investment sorting only sorts investments in the stack, it doesn't sort
sub-portfolios. Is that what you were expecting? Sub-portfolios are always
listed alphabetically.

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

Replies:

• Re: FM7 Beta 2 Sub-Portfolio Sorting Mark 13:50:49 11/10/04 (1)
  • Re: FM7 Beta 2 Sub-Portfolio Sorting Gary Trimmier 15:09:53 11/10/04 (0)