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Re: tab delineated info from Graphs?

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Posted by Mark on January 21, 2000 at 06:47:23:

In Reply to: Re: tab delineated info from Graphs? posted by L. Larson on January 19, 2000 at 09:04:56:

:
: : : Would like to download or copy a portfolio value report made from pie chart,into a MS works spreadsheet, but cant find a way without entering all data manually?
:
: : Hello,
: : While viewing the portfolio value report, you can use "Edit/Copy", which
: : will copy the report text to the clipboard. You can then paste it into
: : any other application you want.
: : One quick way to get to the asset type from an investment's graph is
: : to right mouse click on the graph, and then choose "Investment Properties..."
: : from the popup menu. Was this what you were looking for?

: : Thanks,
: : Mark

: Not really... I wuz able to do the copy thing, but it will not copy it into a spreadsheet and allow me to manipulate the columns. Everything (each line of report, that is each investments info) copies in as a single text line, not invididual numbers into individual spreadsheet columns. Note one has that option when downloading portfolio info from AOL, it can be what, CSV, tab , or text??? No tab options in FM?
: and
: The investment properties cannot be tailored without walking through each investment, and to change percentages it takes-
: right click investment on screen
: click properties
: asset type
: change %
: enter number (numbers if using varied percents)
: back out
: next investment
: If one is changing all their investments in a folio, lotta clicks
: seems like if U can have a chart for catagory labels and asset types, all easily changed in one fell swoop, same could be done for the percentages???
: Just lazy I guess!
: L.

Hello,
A comma separated format would be a good addition, I agree. You can
get it into Excel now by cut/pasting it to a text file, and then
opening in it Excel with the "fixed width" import option.
Thanks for the feedback on the % entry, I can understand the desire.

Thanks,
Mark
--
Mark Beiley

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





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