Re: More suggestions for the future

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In Reply to: More suggestions for the future posted by Daniel Comeau on December 07, 1999 at 20:11:21:

:
: Howdy,
: Just though I'd toss a few ideas which I think would be nice to see
: in Fund Manager. The first one might be the ability to set a "default"
: internet site to retrieve quotes. Then, for each individual investment,
: a way to override this default.

: Another feature which I personally would find real handy would be
: the ability to look at graphs/totals for groups of portfolios together.
: For example, let's say I have one portfolio for an Investment Account,
: another for a Pension Fund, and another for an RRSP (or retirement) fund.
: I like the ability to keep them separate, in different portfolios.
: However, it would also be nice to be able to get graphs, totals, summaries,
: etc of everything put together, so you can see your complete picture.

: Finally, here in Canada, our RRSP (Registered Retirement Savings Plan)
: contributions are limited to 20% foreign content (based on book value
: of the RRSP portfolio). This is something else which would be nice for
: the Canadians in the bunch, though I don't know if there are enough of us
: to make it worth your while. It would basically involve the average cost,
: which is already calculated for the Tax reports, and using that and the
: number of units to get the book value of each investment, and then, with
: a way to identify each investment as foreign or domestic, calculate the
: total foreign content for the portfolio (if I'm calculating this wrong
: please correct me, it's like pulling teeth finding out how these
: calculations are actually done!).

:
: Thanks!
: Daniel Comeau

Hi Daniel,
Thanks for all the feedback. I am particularly hopeful of getting
your second request into the next major update. This would be a "sub-portfolio"
type of feature.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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