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Re: Getting Investment Info Updated to Portfolios

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Posted by Mark on April 16, 2001 at 10:40:00:

In Reply to: Re: Getting Investment Info Updated to Portfolios posted by Carl on April 16, 2001 at 09:20:38:

: : : I have several investments, which I maintain manually. The entries in the investments are correct, however they do not update the Portfolios they are in. Some investments can be used in multiple Portfolios.

: : : I am probably missing something along the way in maintaining the portfolios, any help would be appreciated.

: : : Thank you

: : : Carl

: : Hi Carl,

: : I believe you are asking about how to include an investment in more than
: : 1 portfolio? If so, just add the investment to the portfolio by opening
: : the portfolio, opening the investment, and then saving the portfolio. For
: : more on portfolio management please check out the tutorial or search
: : for 'portfolios' in the online help.

: : Thanks,
: : Mark
: : --
: : Mark Beiley
: :
: : Fund Manager, portfolio management software for Windows 95/98/ME/NT/00
: :
: :

:
: Thanks Mark:

: I may have misled you. What I am trying to do is have my Investments updated into the Portfolios. If I make changes or additions to an Investment, they are NOT reflected into the Portfolios.

: Is there any particular sequence of saving the Investmentthen saving the Portfolio, or am I just reaching for answers ?

: Hofefully you can supply me with the proper process.

: Thanks again

: Carl

Hi Carl,
When you make updates (prices/transactions) to your investment files, they
will automatically adjust your portfolio based values. What changes are
you making to your investments that aren't being seen in your portfolio?
Where are you looking?

There is no required order of saving investments/portfolios. Investments
contain the price and transaction, and all other investment specific
information, like their symbol, name... Portfolios contain a list of which
investment files are included in that portfolio, as well as all your other
global preferences, like colors, graph type, etc...

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00



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