Re: Feature Request: Bond Portfolio Analysis

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Posted by Mark on July 13, 2007 at 14:03:39:

In Reply to: Feature Request: Bond Portfolio Analysis posted by jg on July 13, 2007 at 13:38:01:

: Hi Mark and other Beiley Software folks,

: First, let me just say that Fund Manager is easily the best portfolio management and asset tracking tool I've seen on the market. Thanks for writing such a great product.

: One feature that would be extremely helpful (and has been occasionally requested in the forums) is simple ladder-oriented bond portfolio analysis: just report the average duration and yield of the bonds in a portfolio, provide simple displays of future income streams, etc. You'd need to collect a few extra data points about each bond investment, and offer new types of reports, so I know it's not a trivial feature request.

: Fidelity offers some of these features through their bond ladder tool, if you want to see a sample implementation, but it's somewhat broken and inflexible in its implementation (among other reasons, because you can't modify or add to the ladder once its created).

: cheers,
: jg

Hi jg,

Thanks for the compliment, and for the feature idea. Adding better support for bonds/income type investments is something we need to work on. If you have a PDF or some sample of a report you'd like to see, maybe you could email it to us?

Thanks,
Mark
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Fund Manager - Portfolio Management Software

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