Re: Hiding Investment Suggestion

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Posted by Mark on January 19, 2007 at 11:21:49:

In Reply to: Re: Hiding Investment Suggestion posted by SS on January 19, 2007 at 11:12:44:

: Mark,

: Thank you for expressing an openness to modify this feature. In these reports, which seem most meaningful to clients from the perspective of a performance snapshot over the past 12 months or so, having the same starting and end date won't provide this kind of performance information.

Hi SS,

I think I didn't explain clearly... I wasn't suggesting to modify your report dates. I was suggesting how we could modify the "Hide Sold Investments" dialog to give you the flexibility in hiding the investments you want. Instead of only giving you the option to pick a single date, we could give you the option to define a date range. If any investment had zero shares owned during this entire date range, only then would it be hidden. That way, if you bought/sold something during the year, you could prevent that from being hidden. For example, you could tell FM to hide investments that 0 shares were owned from 1/1/2006 to 12/31/2006. This way, if you had an investment where you bought it and then sold it in Feb 2006, it wouldn't be hidden. I believe this was the functionality you were looking for?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• 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)