Re: Clustering investments

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In Reply to: Clustering investments posted by Mary Kennedy on September 12, 2005 at 10:28:33:

:
: I have a suggestion rather than a question. I'd like to be able to sort my investments and view them in groups. For instance, in a report, I'd like to have all the energy stocks together, then all the banking stocks, etc. I can sort them by investment goal, but can't put little headings in for each subset.

: I'd also like to do something similar in the graphs. I'd like to save particular overlay clusters so that I could quickly switch from one cluster to another.

Hi Mary,

Thanks for the feedback. Have you tried using the sub-portfolio feature? You could group all your energy stocks into an "Energy" sub-portfolio for example. When creating reports you can select the "Sub-total sub-portfolio" option, and it will list all the stocks in that sub-portfolio, and then the sub-portfolio total. You can also make use of sub-portfolios in the Graphs window by making the desired sub-portfolio the "Active" portfolio. For an example report that shows sub-totals, see the 2nd report on this page:

http://www.fundmanagersoftware.com/demo2.html

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

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