Investment Enhancement

Bruce's Avatar


02 Sep, 2020 12:41 PM

If you added a percentage field to each type and subtype for an investment, that number could be displayed on reports on the same line as the actual investment percentage.

For Example, If I put in 60% for stocks and 40% for bonds My asset allocation reports could show actual verses my values, which would be my target.

For anyone doing an assist allocation this would be a big help.

  1. System closed this discussion on 02 Dec, 2020 12:50 PM.

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