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Weekend Review

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

Postby moonlighter » Sat Jan 05, 2013 8:46 am

I review my portfolio usually Saturday morning. Unfortunately, all the Change columns (Price Change, % Change and Value Change) from Friday's changes got reset to zero some time between Friday night and Saturday morning. Is there a way to stop FM from updating the Change data between Friday night and Monday morning?
moonlighter
 
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Postby Mark » Sat Jan 05, 2013 8:51 am

Hi moonlighter,

Not in the Portfolio Editor window, but you can create a report with the change values, and give the report an ending date of Friday. You can memorize this report for easy recall later.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby moonlighter » Sat Jan 05, 2013 9:39 am

Great, I'll try that. Thanks!
:mrgreen:
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