Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

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
 
Posts: 2
Joined: Wed Nov 08, 2017 7:39 am

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
Site Admin
 
Posts: 11577
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

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

Thank you Mark
mariusf
 
Posts: 2
Joined: Wed Nov 08, 2017 7:39 am


Return to Prices and Transactions

Who is online

Users browsing this forum: No registered users and 17 guests

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