Re: FM7 Beta 2 Sub-Portfolio Sorting

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In Reply to: Re: FM7 Beta 2 Sub-Portfolio Sorting posted by Mark on November 10, 2004 at 13:48:23:

: : 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

Hi Gary,

I should mention a way you can sort sub-portfolios. If you use the Portfolio
Editor window, you can add fields to the "List" view on the right. Just
choose "View / List Columns...". You can then sort the list by any displayed
column by clicking on the column header. It will sort both sub-portfolios
and investments, keeping sub-portfolios always on the top of the list, before
the investments.

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 Gary Trimmier 15:09:53 11/10/04 (0)