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Same stock in 2 or more sub-portfolios

Questions about updating prices or transactions in Fund Manager

Postby mariusf » Thu Nov 09, 2017 5:37 am

How does one invest in the same stock, but in diferent sub-portfolios
mariusf
 
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Postby Mark » Thu Nov 09, 2017 12:00 pm

Hi mariusf,

You create 2 investments, so you can track their shares/transactions separately. See this FAQ:

https://www.fundmanagersoftware.com/faq ... tments.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby mariusf » Fri Nov 10, 2017 7:49 am

Thank you Mark
mariusf
 
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