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Securities Database

General questions about using Fund Manager that do not fit into any other forum.

Postby isdavid84 » Thu Nov 28, 2013 8:18 am

Hi all,
Is there any chance of making my own securities database for all the portfolios that I administrate on "Fund Manager Personal"? Can someone help me with it?
I really apreciate it
Regards,
Ignacio
isdavid84
 
Posts: 1
Joined: Thu Nov 28, 2013 7:45 am

Postby Mark » Thu Nov 28, 2013 9:25 am

Hi Ignacio,

You can create as many securities (called "investments" in Fund Manager terminology) as you want. You can only have 500 of them open at once in the Personal version. You can either create them manually using "New Investment...", or you can create them in bulk by importing either prices or transactions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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