Re: four questions

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Posted by Mark on January 24, 2007 at 09:57:25:

In Reply to: Re: four questions posted by John on January 24, 2007 at 04:41:06:

: Mark
: thanks a lot.

: A small suggestion (again, sorry if this has been discussed already):

: It would be nice to be able to filter the custom reports according to the "hidden" property of the investments. The reason is simple. For certain kinds of report (i.e. reports about the current situation of the portfolio) you obviously dont want to see the sold investments, while for other kinds of reports (i.e. reports about the historical performance etc.) you need to see all the investments. So, instead of having to switch / unswitch every time the 'view/hidden" command depending on what kind of report you're generating, it would be faster (and more logical) to have the option to associate the "hidden property" filter to each custom report.

: Thanks again.

: John
: (great program, by the way ..)

Hi John,

Thanks for the idea (and compliment on FM). One idea for you here might be to include the number of shares owned in your custom report. You can then sort the report by this field, putting all the sold investments together (which are probably the ones you've hidden).

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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