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Where is portfolio in portable mode?

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

Postby chancee » Wed Feb 11, 2015 4:12 pm

I am trying out the portable mode and I just installed Fund Manager in my dropbox folder... I went to my second computer and opened Fund Manager from the dropbox/cloud folder as stated in the instructions... my question is, where is my my portfolio? It appears to still be using my portfolio that had already been saved on my computer. (I already had Fund Manager installed on both computers and was constantly backup up and restoring the portfolio between the computers.)

When I look in the FM Data folder in the dropbox folder I don't see any folders for holding the portfolios. For example, if in cloud mode I go to SAVE PORTFOLIO AS... where do I save it? Into the FM data folder in the dropbox/cloud drive? Thanks, Mark
chancee
 
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Postby Mark » Wed Feb 11, 2015 9:41 pm

Hi chancee,

After you install FM on the cloud drive, create a folder under there for your data. From the computer that has the data you want, use "File / File Operations / Set Data Location..." and have it copy all your data to this new folder on your cloud drive. For more instructions on setting this up, please read:

https://www.fundmanagersoftware.com/help/portable.html
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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