industry classification

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Posted by George Jurgensen on August 03, 2007 at 11:24:24:

Hi Mark,

I have been checking out your software versus several others. Some things aren't immediately intuitive, but there does seem to be a great deal of functionality.

My question, is there a way to import industry classification with holdings, or look them up automatically after the fact? Hmmm, backing up a bit, are the industry classifications (say for the S&P 500) already in fund manager as on of the asset information fields.

I know there is a way to do some or all of this manually, create custom classifications for industry types, but I was looking for a quicker solution.

Thanks!

Replies:

• Re: industry classification Mark 11:34:55 08/03/07 (0)