Navigator User Forums
  Investment Reports
  investment report security lot summary

Post New Topic  Post A Reply
profile | register | preferences | faq | search

UBBFriend: Email This Page to Someone! next newest topic | next oldest topic
Author Topic:   investment report security lot summary
margaret miles
Member
posted 09-30-2003 12:02 PM     Click Here to See the Profile for margaret miles   Click Here to Email margaret miles     Edit/Delete Message
Our investment report groups multiple lots of the same security and gives a total for the security. Does financial navigator allow us select the actual security symbol, rather than security name for the lot total?

------------------
m miles

IP: Logged

fni_support
Moderator
posted 10-03-2003 01:31 PM     Click Here to See the Profile for fni_support     Edit/Delete Message
Hello Margaret,

If the common part of the account names is shorter than the security symbol then the subtotal line will show the symbol. If not, the subtotal will show the security name.

If you have different security names for the same stock symbol, FN uses the first characters that each name has in common. If there are fewer characters in common than there are characters in the stock symbol, the system uses the stock symbol. There is no current option to always use the security symbol for subtotals, but this is a good suggestion.

--------------------------------------------
George
Financial Navigator Int’l

IP: Logged

All times are PT (US)

next newest topic | next oldest topic

Administrative Options: Close Topic | Archive/Move | Delete Topic
Post New Topic  Post A Reply
Hop to:

Contact Us | Home

Copyright 2010 Financial Navigator, Inc.


Ultimate Bulletin Board 5.47e