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Portfolio Summary Info

The Portfolio Summary Info form allow you to store useful information about the Portfolio for use in reporting.

General

Use this tab to store general information about the porfolio:

  • Description
  • Portfolio Manager
  • Commentary
  • Status

Note that the status values are stored in the program's config file, and you can modify these yourself by editing the file.

 

Extended Properties

Extended properites are configurable items of data that you can store against the portfolio.  You can edit these values here.

As the name suggests, you can extend these properities to store any fields you wish against your portoflios.  Simply edit the definitions in the 'portfolio.xml' file in your projects folder.

 

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