Re: Fidelity Monitor ratings

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In Reply to: Fidelity Monitor ratings posted by John on January 05, 2006 at 16:39:04:

: I would like to enter the Fidelity Monitor ratings for my funds. This way I can review which funds have how many stars and how they are doing.

: Any suggestions?

Hi John,

A couple of ideas you can consider:

1) Use one of the categories (Asset Type or Investment Goal) to track these. You can rename the categories under 'Options / Category Labels...' so you can really use these to track anything of interest to you. You could have "1 Star", "2 Stars", etc... This method will give you the most reporting/graphing flexibility, as there is quite a bit of support for analyzing these categories built into Fund Manager.

2) Use the "Description" investment field if you just simply want to note how they are rated. You can add this column to a custom report, or the Portfolio Editor.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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