2014 Upgrade Issue

[Max]

Just upgraded to 2014 Personal. For a major update, I have not noticed any changes. However, now I have one sub portfolio that will not total. From the portfolio editor, one sub portfolio shows NA as the total for shares, values etc. As a result, totals in all reports also appear as NA.

[Mark]

Hi Max,

The detailed list of changes is here:

http://www.fundmanagersoftware.com/modlist.html

One of the biggest changes is the ability to automatically retrieve assets and sectors. Also, the creation of the sectors themselves.

Turn on "View / Exchange Rate Adjusted", and see if that doesn't fix the issue with your totals not displaying. For more on this, see my other post here:

viewtopic.php?f=3&t=2966