Investment Annotations

Jay Sternin on

I noticed there's an "Info" area on the Investments Page and
one can add some notes about the security.

Is there anyway to print a report which shows that info?
(we'd like to put our target price for the security
somewhere where it can be reflected in a report).

Thx........Jay

Laurie Frederiksen on

Hi Jay,

If you go to the Accounting>Reports page, you'll see an "Investment Notes" report you can create that will show what you have entered in that field for each of your investments.

Laurie Frederiksen
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On Wed, Jul 16, 2014 at 6:43 PM, Jay Sternin wrote:

I noticed there's an "Info" area on the Investments Page and
one can add some notes about the security.

Is there anyway to print a report which shows that info?
(we'd like to put our target price for the security
somewhere where it can be reflected in a report).

Thx........Jay

VIA on

Laurie,

thx. In all the years I've been looking at that page, I never saw the Investment Notes selection...........Jay

From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Wednesday, July 16, 2014 3:50 PM
Subject: Re: [club_cafe] Investment Annotations

Hi Jay,

If you go to the Accounting>Reports page, you'll see an "Investment Notes" report you can create that will show what you have entered in that field for each of your investments.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Wed, Jul 16, 2014 at 6:43 PM, Jay Sternin wrote:

I noticed there's an "Info" area on the Investments Page and
one can add some notes about the security.

Is there anyway to print a report which shows that info?
(we'd like to put our target price for the security
somewhere where it can be reflected in a report).

Thx........Jay

Laurie Frederiksen on

You're welcome. I'm glad you brought it up. I suspect there are quite a few clubs that may not be aware of it and it is a useful place to keep notes like you described.

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe