Re: UPGRADES

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In Reply to: Re: UPGRADES posted by Danny Mensingh on November 11, 2001 at 04:18:30:

: Hi Mark,

: I forgot one other important request:

: I use a Margin Loan as one of my cash accoutns. It would be good if loan accounts could be flagged to be excluded from certain reporting functions, such as "% of portfolio". When I do a pie chart by symbol, the percentages and slices don't seem to add up (well, they add up to 100, but the loan is a -ve %.
: I think maybe some aras would need investigation when considering a loan as part of the portfolio. There aresome reports where I want to include the loan as part of the calculations (eg gearing and ROI) and others where I don't (eg portfolio pie).

: I cen send my portfolio if you need sample data.

: Thanks again,
: Danny

Hi Danny,
Yes, it is strange to plot a negative number in a pie chart. FM will
display the % as negative, but show the absolute value when drawing the
pie chart. I can see adding some user options to control how this is handled.
Also, we are planning on adding filtering for such reports as capital gains
on cash accounts.

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: UPGRADES Carl Roda 16:23:24 03/25/02 (1)
  • Re: UPGRADES Mark 18:28:37 03/25/02 (0)