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DTV Distribution

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

Postby LungDoc » Sat Oct 03, 2015 2:49 pm

I owned both DTV & T prior to DTVs distribution of T and cash. I entered this as a spinoff of T from DTV plus cash. I now have 2 separate lots of T in the account... as though the spinoff T was a different stock. The total numbers are correct, but they are not summed in the list of investments. Thoughts?
LungDoc
 
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Postby Mark » Sat Oct 03, 2015 4:57 pm

Hi LungDoc,

This seemed like a good task that can be demonstrated in a video tutorial. I just uploaded a tutorial that shows how to merge 2 investments. See:

Merge Investments in Fund Manager
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby LungDoc » Sun Oct 04, 2015 6:53 am

Perfect. Thank you
LungDoc
 
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