Re: Can one investment be in two separate portfolios?

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Posted by Mark on August 10, 2007 at 13:14:34:

In Reply to: Re: Can one investment be in two separate portfolios? posted by FundManagerUser on August 10, 2007 at 11:50:20:

: Regarding the sub-totaling of reports by investment type, symbol, asset type or investment goal categories, I don't see that option in the Report Settings dialog. Is this a Fund Manager 8 feature?

: I have Fund Manager 7.8. I see 5 combo boxes in Report Settings: Title, Type, List By, and Portfolio. I did not notice the List By combo before I wrote my prior post. That is nice. But the sub-totaling still only occurs with portfolios.

Hello FundManagerUser,

Yes, this is new to 8.x. In 7.x you could only sub-total by sub-portfolio, but in 8.x you can now sub-total by any of these:

sub-portfolio
symbol
investment type
asset type
investment goal

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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