Downloading Positions

[ishcabible]

I am using FM to create a list of positions. I a not interested in transactions. I have created my portfolio, all my Fidelity accounts, and I downloaded my positions. How do I on a futue date download only the positions in those accounts, no transactions.
Thanks in advance!
Joe

[Mark]

Hi Joe,

You can't do this for an existing sub-portfolio. You could use the New Portfolio Wizard and re-download only positions, but you can't update an existing sub-portfolio with positions.