Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Can't add new investment

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

Postby moonlighter » Wed Dec 06, 2017 8:46 am

Why is New Investment grayed out, can't add new investment?
:mrgreen:
moonlighter
 
Posts: 70
Joined: Tue Dec 11, 2012 9:49 pm

Postby Mark » Wed Dec 06, 2017 9:28 am

Hi moonlighter,

You may have reached the investment limit for your version. The Personal version is limited to 500, and the Professional is limited to 5,000. If you right mouse click on your top level sub-portfolio and look at the "Properties..." it will show you how many investments that sub-portfolio contains. See the "Statistics" section.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11579
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby moonlighter » Wed Dec 06, 2017 2:08 pm

Right. I may need to upgrade to FM Pro. Although I noticed if I close an investment (that had been acquired anyway) it gets me back under the limit. Thanks.
:mrgreen:
moonlighter
 
Posts: 70
Joined: Tue Dec 11, 2012 9:49 pm


Return to General

Who is online

Users browsing this forum: No registered users and 26 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron