Special Report

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Mark:

It would be nice if I could create a report which would list:

200xmmdd

Portfolio A $xxxx.xx
Portfolio B $xxxx.xx
Portfolio C $xxxx.xx
________
Total $xxxx.xx

Where Portfolios A, B, and C exist in my FM file and the current value of each would be acquired for the specified date from existing portfolios in my FM file and added together to get the total value. This sheet placed on top of the printouts of the associated portfolios would make a nice package for my specific date paper files. Currently, I do this manually but thought that since I find it a valuable summary to keep that it might be a nice feature for FM.

Best regards, Chuck Pierce. Dana Point, CA

Replies:

• Re: Special Report Mark 19:48:44 11/29/02 (0)