Re: Sector Weighting

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In Reply to: Re: Sector Weighting posted by Jonathan Gal on November 04, 2001 at 18:03:57:

: : : Is there a way to categorize investments by industry sector??

: : Hi Jonathan,
: : You can use the "Asset Type" and "Investment Goal" categories to define
: : whatever you prefer. The labels are adjustable under "Options/Category Labels"
: : and you can assign percentages to each investment under "Investment Properties".

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

: Yes, I see that. However, I would like to be able to group and analyze equities in more than 2 dimensions. Your software only provides 2 dimensions for grouping, correct?

: Jonathan.

Hi Jonathan,
Yes, this is correct.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

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