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Re: Nav un-specified lot marker

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Posted by Mark on June 24, 2003 at 00:29:49:

In Reply to: Nav un-specified lot marker posted by F. John V. on June 23, 2003 at 16:17:06:

: Hello,

: I have a quick question.
: I have just upgraded to Fundmanager 6.5 from 5.-, and when I look at some of the graphs for different investments, I now have a circle called "Nav un-specified lot marker" surrounding my buy makers on some investments, but not on others investments. I have never seen this marker on older versions of Fundmanager. Is this new. Did I recorded my buys (purchases) wrong on some investments? Again, my purchases (buys) are regular purchases (buys)on all my investments, but now I have a "Nav un-specified lot markers" surrounding my buy markers on some graphs, but on other investment graphs, my buy markers don't have the un-specified marker surrounding them.
: Could you tell me how to remove the "Nav un-specified lot maker" from around the buy markers? Thanks in advance.

Hello,

This is a new marker type to 6.x. If you don't want to see it, you can
turn it off under "Options/Markers/Un-specified Lots". If your investment
has been fully specified using "Edit/Specify Lots..." for all of your
sale transactions, then these markers will be displayed on buy transactions
that haven't yet been sold. This way, you can easily identify which
lots you can still sell. If you're not using the specific lot method, these
markers may still show up if you have never sold anything, as this investment
is still fully specified, since you've never had to identify which shares
were sold.

Thanks,
Mark
--
Mark Beiley

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



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