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Can filemaker do this...

Question asked by scotty476_1 on Jan 26, 2009
Latest reply on Jan 10, 2011 by RonaldKobra

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Can filemaker do this...

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Hello I am considering purchasing filemaker but I would like to see if it could do the following.

 

I work for an investment management firm and manage client portfolios. Each position in the portfolio has a value or weight. I can find out the breakdown of the individual positions (mutual funds, etfs, etc.) by sector, region, etc. from another data source.  I would like to merge the data together and be able to look at the breakdown of the portfolio by sector, region etc by knowing the breakdown of the indiviual investments. So there would have to be some sort of weighted calculations in order to find out how the portfolio is allocated.

 

I hope this makes sense. Is this possible to do in filemaker?

 

Thanks

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