Re: grouping investments into stocks and options, etc.

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Posted by jc on June 27, 2006 at 20:18:20:

In Reply to: Re: grouping investments into stocks and options, etc. posted by jc on June 27, 2006 at 11:42:21:

: : : Mark,

: : : Thank you for putting out such a great product. I'm a registered FM user, but I have used other competing products on the market. In terms of price/feature, FM is simply hard to beat. Your support has been nothing but phenomenal as well.

: : : Since I invest in stocks funds, REITs, gold, etc., and since I also hedge these assets with options, I wonder if you could include in future releases the ability to group investments in terms of stocks, options, mutual funds, etc. I buy and sell put options a lot to hedge my portfolio, and I would like to be able to see how my options portfolio (or sub-portfolio if you will) do over time--given how crucial time decay is to an options investor/trader.

: : : I really look forward to this kind of enhancement. Thanks for considering.

: : : KC

: :
: : Hi KC,

: : Thanks for the nice compliment on FM, appreciate that...

: : Have you seen/used the feature where you can list your reports by "Investment Type" instead of "Investment"? That way, each line item in the report would be "Stock", "Mutual Fund", "Option", etc... If you wanted even greater granularity you can use the asset type or investment goal categories, and you can list reports by these as well.

: : Thanks,
: : Mark
: : --
: : Fund Manager - Portfolio Management Software

:
: Thanks, Mark. I got it. I added "Investment type". That's nice. It should do it for the time being.

Thanks once again, Mark. There is a lot more under the hood than I first thought of the program. It's really a treasure trove.

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