Feature Request - Rebalancing

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Mark,

FM has the nice feature of tracking the Asset Type and Investment Goal. What would enhance thtose features would be to permit the user to enter target percentages for each defined category and then offer a rebalancing report that compares the actual % of holdings with the target % and shows the rebalacing transaction difference. Would be very handy from time-to-time.

While I've got your ear, when do you expect a version with year-to-date Oor period) yield calculations (as opposed to annualized)?

Jim Hanlon

Replies:

• Re: Feature Request - Rebalancing Mark 19:05:55 02/01/06 (0)