Re: Hiding Investment Suggestion

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Posted by Mark on January 18, 2007 at 23:08:17:

In Reply to: Hiding Investment Suggestion posted by SS on January 18, 2007 at 18:55:01:

: Rather than, or in addition to, the capacity to hide investments NOT OWNED in the portfolio on date 'x', it would be more meaningful to be able to hide investments SOLD by date 'x'. As this feature currently functions, investments purchased and sold midway way through the year are hidden. For those of us who do arbitrage and other special situation transactions, the distinction is especially critical as stock positions are frequently held far less than a year.

Hi SS,

Thanks for the feedback, this is a good point. In thinking about how this would be implemented, what about this:

You would be able to enter a starting and an ending date. Investments that had a zero share balance for the whole time between these dates would be hidden. If you still wanted to hide based on a single date you could just make the start/end the same date. I believe this would accomplish your objective?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Hiding Investment Suggestion SS 11:12:44 01/19/07 (6)
  • Re: Hiding Investment Suggestion Mark 11:21:49 01/19/07 (5)
    • Re: Hiding Investment Suggestion Dale 11:56:28 02/16/07 (1)
      • Re: Hiding Investment Suggestion Mark 12:44:54 02/16/07 (0)
    • Re: Hiding Investment Suggestion SS 12:07:30 01/19/07 (2)
      • Re: Hiding Investment Suggestion Dale 17:15:04 02/15/07 (1)
        • Re: Hiding Investment Suggestion Mark 17:22:16 02/15/07 (0)