Default directory for saving new investments

[tktf]

Hi Mark,

I have a couple of separate portfolios that I maintain on my system. I keep the portfolio data in separate directories so that I can backup and restore them independently. I noticed that when I switch between portfolios the default directory for saving new investments does not change automatically (I once accidentally saved a new investment for portfolio A in the directory I use for portfolio B). It would be nice if the directory used to save new investments would change automatically when you switched portfolios.

Regards,
Steven

[Mark]

Hi Steven,

Okay, thanks for the feedback.

You may consider just keeping all your data in a single folder. It makes things easier. You can still backup/restore independently by using the "File / Backup..." and "File / Restore..." on each of your two portfolios. You may also consider just having 1 portfolio file, and 2 sub-portfolios. This way, you can have all your data available, and just choose which sub-portfolio to graph/report on. You also only have to update prices once, instead of twice.

[tktf]

Your first approach, keeping all the files in one directory, sounds fine to me. I didn't realize that only the files associated with the open portfolio would be backed up.

Thanks.