Re: Suggestions for improvement

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Suggestions for improvement posted by Anil on May 30, 2002 at 06:15:29:

: Hello

: I would like to suggest what I believe would be enhancements for a future release:

: 1. 'Portfolio value' should be available as a report. I mean here the total portfolio value as it changes from day to day. Currently, it appears the only way to access this numerical information is via export.

: 2. The export format for 'portfolio value' (as per above) is too rigid. In fact it is set in stone. A more flexible option would be helpful.

: 3. For greater ease of investment comparison when using 'gain' graphs, I would like the option of being able to use a Y-axis scaled in percentage units, ie the gains/losses are expressed as percentages of the underlying costs. Being restricted to raw values makes comparisons more difficult.

: As an aside, I am not able to manually set the Y-axis limits for 'gain' graphs where more than one is displayed. My requests are ignored. I can however set these limits for the 'portfolio gain' graph.

: Thanks

Hi Anil,

Thanks for the feedback. There is already a Portfolio Value report.
See "Reports/Portfolio Value" from the main menu. The portfolio value
also shows up in several other reports, such as the Portfolio Performance
and the Custom report.

The "Gain" graph type is displayed in dollars, not percentage. Are you
maybe looking at the "Investment Overlay" graph types that are displayed
in percentage? The Y axis is adjusted in the same units as the graph is
displayed.

When setting the Y axis for the "gain" graphs and more than one are displayed,
are you trying to set them all to the same scale? If so, have you checked
the "Apply Changes To All Open Investments" option?

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: Suggestions for improvement Anil 02:33:24 05/31/02 (1)
  • Re: Suggestions for improvement Mark 12:46:29 06/01/02 (0)