Help with the Portfolio Editor during evaluation

[SHosier]

I'm in the eval period and kind of like what I see but am lost as to how to use this program. My wife and I have about 8-9 different portfolios between us each with dozens of investments in each. Excel just isn't working anymore. One problem, and I suspect a rudimentary one is, I can't figure out how to display only the active positions. 25-30 closed positions just gums things up. Yes, I need to keep that historical record of buys and sells but I don't want everything displayed every time I open the program up. Is there some place to get a manual for this program or something other than online help, which really isn't very helpful?
Any help would be appreciated. Thanks,
Steve

[data8504]

Hi Steve, fellow user here.

The Portfolio Editor shows all open investments that are not "hidden." You can mark all zero-balance investment "hidden" by going to File -> File Operations -> Hide Sold Investments.

You'll want to set the date range to just one date (today through today), and leave all boxes checked. Keep in mind, if you decide to re-purchase any of these investments (or sell out of additional ones), you'll need to re-run this file operation.

Alternatively, if you don't want to go to all this trouble, you can simply customize your reports to only show non-zero-balance investments. You can change this report behavior by opening a report, clicking Options -> Report Preferences -> General. You'll see a dropdown list for "Do Not Display Investments with Zero Share Balance." This does NOT affect the Portfolio Editor (only reports), but I personally don't mind that the Editor is slightly cluttered, since I do all my data absorption through reports.

-Matt

[Mark]

Hi Steve,

In addition to the online help we offer a variety of tutorials, which are often an easier way to learn to use the program than with the online help. The online help is more of a reference manual. All of the available tutorials are listed here:

http://www.fundmanagersoftware.com/tutorial_list.html