Re: Report Portfolio Report - removing non traded symbols

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Re: Report Portfolio Report - removing non traded symbols posted by George on December 22, 2004 at 18:36:31:

: : : FM7 Beta 4

: Mark,
: Wow - You have thought of everything :)
: Many thanks. id just like to offer the suggestion that the method is good, however - it may get one into trouble ?

: For example,
: I make the attribute of a share "hidden" becuase I traded it a long time ago and dont wish it to be reported. I decide to trade it again in recent times. However I forget that I set it to hidden and it doesnt turn up in the reports ?

: In this case would it be better to also have the option of not allowing zero entities to come out in a report (for a period when the share was non traded).

: Mark - I'd like to take the oportunity to wish you a very happy xmas.
: Your s/w and especially your service is second to none.

: Peace be with you.

: Cheers
: George

Hi George,

I do like the idea of having an option to automatically exclude
investments from reports if they would be showing all zeroes for the
date range of the report. Fund Manager 7 does do some of this when you
are listing by "Type", "Goal", or "Asset Type".

If you went ahead and created a second investment for the same security
you previously owned that would be fine. There is no restriction that says
you have to put all your transactions into a single investment file. It
probably would be cleaner to keep them all in one investment though, if you
do remember.

Thank you also for the nice wishes.

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

Replies: