Symbol List Dialog

 

This dialog is available from the Edit / Symbol List... menu command when using the Advisor version of Fund Manager.  This dialog is useful for making bulk investment property edits, for all investments with the same symbol.

 

Use this dialog to display or modify investment properties based on symbol.  Select a symbol from the list, and the properties of this symbol will be displayed.  Click the "Edit..." button next to any property to change this property for all open investments that have this same symbol. 

 

You can use the "Add New Split Transaction..." button to record a new split transaction in each investment with this symbol.  Use the "Update Price..." button to update pricing data for all investments with this symbol.  Use the "Edit Symbol by Name/CUSIP..." button to change the symbol for all investments with a common name or CUSIP you select.

See Also

Investment Properties Dialog

 


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