Re: Posting Distributions to Portfolios

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In Reply to: Posting Distributions to Portfolios posted by Steve Waller on January 14, 2004 at 10:22:03:

: What is the easiest way to post distributions to portfolios that I track?
: Thanks

Hi Steve,

There are several ways:

1) You can manually record your distribution transactions. Just right mouse
click on the investment, and choose "Distribution..." from the popup menu, or
use the "Edit/All Data..." dialog with the "Distributions (all)" data type
selected.

2) You can import them, if you have your distribution data in any of our
supported import formats. See "File/Import/Transactions".

3) If you're using the Professional or above version you can retrieve
historical distributions using the "Yahoo (Historical)" quote server.

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: Posting Distributions to Portfolios Steve Waller 08:33:09 01/20/04 (1)
  • Re: Posting Distributions to Portfolios Mark 09:29:13 01/20/04 (0)