Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Enhancements

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on March 24, 2007 at 13:30:49:

In Reply to: Re: Enhancements posted by James Plummer on March 24, 2007 at 09:57:30:

: Mark,
: 1. The description field is small for a note,I would just like to have some custom fields that I could put on the screen to put notes or comments in. Presently I change the labels on some of the fields to do that, but they are limited and then I cannot use them as was intended. For example I like do some foreign stock buying and I would like to use a field to put the exchange in. I also like to track the source of my recommendation, weather it was my research or an investment letter. Also when the original recommendation was, so I can go back and review the original writeup. If is is a straddle option I like to tie the options together with notes to explain the strategy.

: 2. Different alert colors for different levels.
: - Orange - Take note issue an alert if it crosses. Reset if it clears and alert the next time it crosses.
: - Yellow - Alert and E-Mail with warning message if this crosses. Reset if it clears and alert again at the next cross.
: - Red - Alert, and E-Mail with Sell message.

: Note that I have different E-Mail messages for different alert levels and different tracing colors.

: TYPE Color
: Alert
: Warning
: Sell
: The Sky is falling

Hi James,

Thank you for taking the time to send in feedback. This does help. There are some good ideas here for future improvements.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software



Replies:


 

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy