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ron
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Joined: Apr 21, 2006
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Viewing Portfolio Ranks Reply to this Post
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This question seems to have gotten lost in another thread so I thought I would start a new thread.

How do I view the rank of stocks in my portfolio as "seen" by my portfolio? That is based on the current portfoloio setting for NA's.

I see the ranks are shown when viewng current holdings and sometimes the ranks seem to displayed as valued by the current portfolio setting for NA's from previous quarter but when the "recalulate statistics" button is clicked the ranks are changed and appear to be based on NA's. Then there does not seem to be a way to get the ranks back to the portfolio setting of NA's from previous quarter.

ron
[May 1, 2006 8:29:18 AM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


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Joined: Jan 1, 1970
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Re: Viewing Portfolio Ranks Reply to this Post
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Have you tried Portfolio->Holdings->Ranks ?
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Portfolio123 Staff
[May 1, 2006 11:15:44 AM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
ron
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Joined: Apr 21, 2006
Posts: 18
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Re: Viewing Portfolio Ranks Reply to this Post
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Have you tried Portfolio->Holdings->Ranks ?


Yes, I have and it does NOT show the ranks as the portolio sees them. It shows the ranks based on NA's and the portfolio is set to use Previous Quarter instead of NA's

ron
[May 1, 2006 1:18:11 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


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Re: Viewing Portfolio Ranks Reply to this Post
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It should. In that case it's a bug. I'll look into it. Thanks
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Portfolio123 Staff
[May 1, 2006 1:25:46 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


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Re: Viewing Portfolio Ranks Reply to this Post
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Fixed it and will be released in the next release prbably in mid week. Thanks for reporting this.
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Portfolio123 Staff
[May 1, 2006 4:13:20 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
ron
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UNITED STATES
Joined: Apr 21, 2006
Posts: 18
Status: Offline

Re: Viewing Portfolio Ranks Reply to this Post
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Fixed it and will be released in the next release prbably in mid week. Thanks for reporting this.


Great! applause

Thanks - ron
[May 1, 2006 6:18:38 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
marco


UNITED STATES
Joined: Jan 1, 1970
Posts: 3985
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Re: Viewing Portfolio Ranks Reply to this Post
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PLease try this again. It should work now.
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Portfolio123 Staff
[May 2, 2006 11:59:09 PM] Show Post Printable Version     [Link] Report threaten post: please login first  Go to top 
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