Re: FM7.0 Beta

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In Reply to: Re: FM7.0 Beta posted by Gary Trimmier on November 19, 2004 at 12:36:25:

: : : Mark,

: : : A couple of questions and a request. When will the .QIF exporting memos be released? What is the proper way to designate a CD in the investment properties dialog? Cash?

: : : Now to the request. Would it be possible for you to make subtotal sub-portfolios the default or as a preference in reporting?

: : : Thanks,
: : : Gary T.

: : Hi Gary,

: : The .QIF exporting fix is done, but I wasn't planning on releasing it
: : until there were some more substantial changes. Currently, this is the
: : only update since the already released Beta 3. If you need it in a hurry,
: : you can email me, and I'll reply with this updated version.

: : Yes, I'd suggest putting a CD as a "Cash" type investment.

: : Good point on the report preference. I'll look into making that default
: : to your last setting.

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

: Mark,

: I can wait on the next release, however while monitoring a stock for convergence in TA I decided to view dates one month in the rear and one month in the future so I could get a better visual of the graph. In doing so I discovered the the price and value change is not displaying the change from yesterdays close. The numbers look like this $54.32 (+0.000) even though yesterdays close was $54.77 and in real time the share price is $54.32. The same occurs on the stocks value. This seems to be on all graphs just not the TA when I view future dates. Going back to viewing, say earliest to date everything works correctly.

: Thanks,
: Gary T.

Hi Gary,

The number in parenthesis is the change from the recorded price prior to
the "ending graph date", not necessarily from yesterday. If you still believe
something is wrong, could you email me a couple of screen shots?

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

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