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Re: Finding Correct Security Data File

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Posted by Mark on June 27, 2001 at 23:11:59:

In Reply to: Finding Correct Security Data File posted by Gerald Fry on June 27, 2001 at 21:52:35:

: I have the same securities in three broker accounts, each saved in FM as advised (e.g., IBM.dat; IBM2.dat; IBM3.dat, etc.)in three portfolios respresenting each broker account. The problem comes when I sell IBM from one account, but not from the other two; I know how to close it from that portfolio, but I also want to move that .dat file to a portfolio I labled "Sold." Is there an easy way to determine which of the three IBM.dat files is in a particular portfolio? Clicking on "Investment Properties" only gives me the symbol, not the file name.

Hi Gerald,
You can find the filename under "Investment Properties/Statistics". You
can also do a custom report with the "Path" or "Filename" field.

Thanks,
Mark
--
Mark Beiley

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

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