Re: Updating Portfolio date and totals

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In Reply to: Re: Updating Portfolio date and totals posted by Franklin Demuth on May 26, 2003 at 16:47:46:

: : : There are two portfolios out of a dozen that only update the prices of the individual stocks in the portfolio,but does not update the total value of the portfolio or the most recent date of that update?

: : Hi Franklin,

: : Where are you viewing the total portfolio value? Could it be the date
: : of the graph/report is not floating to the current date? If all the investments
: : are updating, it is probably something other than the price update.

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

: I am viewing the data on the portfolio update screen after downloding daily price updates.The date,total portfolio sum and daily portfolio differnce are all static and do not change.

Hi Franklin,

Select "View/Dates..." and adjust the ending date to the current date, and
then re-save your portfolio.

Thanks,
Mark
--
Mark Beiley

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

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