Re: industry classification

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on August 03, 2007 at 11:34:55:

In Reply to: industry classification 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!

Hi George,

Yes, you can import "category" information. See "File / Import / Other / Asset Type or Investment Goal". Press the "Help" button from this dialog for instructions, and formatting examples. Also, you can export the current category information to see the required format.

All investments are assigned in percentages to one or more of each category (asset type and investment goal). You can edit an investment's assignment under "Investment Properties...", or by importing.

You can customize the labels of these categories using "Options / Category Labels". There are defaults for these, but you can set them to whatever you want. There is no method of "retrieving" this information, like there is for prices and transactions.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies: