Re: Suggestion for new features

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In Reply to: Suggestion for new features posted by Hans on December 12, 1999 at 08:28:14:

: I've used Fund manager way back when it was Ver:6 or 7. A lot of great improvements since then.

: I'm wondering if you could incorporate a counter showing the number of stocks or mutual funds in the portfolio. I find that sometimes the symbols on mutual funds are changed in the Fund Library and my update is incomplete until I notice the date on that particular fund is not current.

: Another useful improvement might be able to sort your stocks or mutual funds by time frame: such as 1 month, 3 month, 1 year etc.

: Regards,

: Hans

Hi Hans,
Thanks for the feedback. When you are asking to sort by time frame,
what property is being sorted? Yield? If so, you can do this now by
creating a ROI yield report and then going under "Investments/Sort By/XX Yield".
You can currently get a count of the total number of investments
open in the custom report, but it isn't broken down by investment type,
which it sounds like is what you are asking for.

Thanks,
Mark
--
Mark Beiley

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

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