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Author Topic:   Securities Portfolio Analysis
FN_User
Member
posted 03-29-2004 10:44 AM     Click Here to See the Profile for FN_User     Edit/Delete Message
FNUser037 asks:
Is there some way that I can print out Ticker Symbols on the Securities Portfolio Analysis report ?

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David
Administrator
posted 03-29-2004 10:52 AM     Click Here to See the Profile for David     Edit/Delete Message
Thanks for your question. The Securities Portfolio Analysis report can give subtotals by ticker symbols, but does not list the symbols themselves.

See Missing Information on Investment Reports for additional discussion.

At the suggestion of users like you, we have added your request to the list of features being considered for future editions of Financial Navigator.

Meanwhile, you can use any of these reports, which do show the ticker symbol:
All Marketable Security Positions
Holdings for Selected Securities (*) - The asterick selects all securities.
All Marketable Security Data Output - Hide any columns not wanted and save this custom report as a new report.

If your question has not been fully answered, please reply to this topic.

If you have any suggestions how to improve Financial Navigator, you can post them in the Recommended FN Program Enhancements forum. Posts to this suggestion Forum do not count as support incidents.

[This message has been edited by David (edited 03-30-2004).]

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