--- title: FinFolio custom fields now with auto-calculations description: Portfolio management and trading software with custom fields and auto calculations. image: https://www.finfolio.com/hubfs/custom_fields.png --- [![FinFolio | Portfolio Management Software](https://www.finfolio.com/hs-fs/hubfs/finfolio-3a.png?width=145&name=finfolio-3a.png)](http://finfolio.com/) # FinFolio | Portfolio Management Software Blog ## FinFolio custom fields now with auto-calculations by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Jul 16, 2018 12:54:00 PM FinFolio has had the ability to allow adding custom fields to households, clients, accounts and securities. You can build extensions onto the edit screens that show these fields. You can show these fields on screens and custom dashboards. You can import into these fields from spreadsheets and other external sources. Custom fields are powerful and let you customize FinFolio for use with your firm. They add a CRM element to usage, allowing you to track ancillary information that is important to your firm. Do you cater to veterans? Add military information. Do you sell 401K's to airline pilots? Add a retirement date field so you know when to pitch them on expanding your service. ![custom_fields](https://www.finfolio.com/hs-fs/hubfs/custom_fields.png?width=1492&name=custom_fields.png) The newest custom field feature lets you attach a calculator. This pre-calculates information to store in the field, and then is available to show on dashboards and other FinFolio screens. For example, you could add a custom field for since-inception Rate of Return, or Unrealized Gain. This greatly expands FinFolio's abilities, particularly on dashboards where you see across many households at once. ![custom_field_auto_calculate](https://www.finfolio.com/hs-fs/hubfs/custom_field_auto_calculate.png?width=300&name=custom_field_auto_calculate.png) Custom fields are one of the best features of FinFolio and are easy to set up. Contact our support team to get some help planning your custom fields and configuring them in the software. 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