View Late Notes Now Current

[stanny2]

Is there any way to filter my current notes to see which have been late/in grace period in the past but are now current? I assume Interest Radar probably has this functionality but I do not subscribe.

Thanks.

[Joleran]

That is built in with the "Now Current" filter.  Granted though, it also shows notes currently in grace.

[stanny2]

Thanks for the reply. Sorry that I didn't make myself clear, I only want to see notes that have previously been late and are now current, not all current (and in grace period) notes. Is there a way to do this?

[Joleran]

Not without third party software.

[flyp52]

I approximate this by maintaining "Late" and "Grace Period" portfolios.  I will periodically filter notes and move all the Lates into the Late portfolio, Grace Period to Grace Period portfolio, etc. to preserve the state at that time.  When I check again in a couple weeks, some of the notes in the Late portfolio will have moved back to Current and I can decide if I want to list them for sale, move them out of the Late portfolio or still keep an eye on them.  One could keep taking this further, maintaining additional "watch list" portfolios that track specific state transitions, etc.

[yaoyao]

Similar to Fly.  I keep a "trouble" portfolio.  All IGP/late notes go there.  They stay there even they become current.  I put all of them on Folio for sale with different discount value.

[stanny2]

Thanks for the input. Good idea!