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Old 03-31-2005, 03:16 AM
John
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Default Re: Report or reminder for CD maturities

All,

Probably bad form to respond to my own post, but I found what to do:

Investing> Investing Tools> Portfolio Manager
Select View> Customize Current View
Portfolio Columns Tab
Move "Coupon" and "Maturity Date" to the right (Add the columns to your
view)
Move down stuff you/I rarely use (Advisor FYI, Chart, News)

Now the maturity dates and coupon rates can be seen on Portfolio Manager.

Hope this helps someone else.

John



"John" <cpocpo[at]sbcglobal.net> wrote in message
news:OCYYYGYNFHA.2604[at]TK2MSFTNGP10.phx.gbl...
- quote -

> Hello.
> I would like to be able to see a list of my CD maturities without opening
> each one and seeing what it is.
> Is there a way to make a report which shows this? Is there some other way?
> Is there an add-in?
> Can't seem to find anything.
> Thanks for helping!
> John



  #-1  
Old 03-30-2005, 11:38 PM
John
Guest
 
Posts: n/a
Default Report or reminder for CD maturities

Hello.

I would like to be able to see a list of my CD maturities without opening
each one and seeing what it is.

Is there a way to make a report which shows this? Is there some other way?
Is there an add-in?

Can't seem to find anything.

Thanks for helping!

John


 

Tags
maturities, reminder, report
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