Re: FM7.0 Beta

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In Reply to: FM7.0 Beta posted by Gary Trimmier on October 31, 2004 at 12:26:44:

: Mark,

: Downloaded FM7.0 Pro Beta, and have made copies of my existing data and portfolio files, and moved them to the My_Data folder created during FM7.0 installation. Where in the registry can I change the data and portfolio file location so I do not have to recreate my current portfolio profile since the format of the portfolio files have changed.

: Thanks,
: Gary Trimmier

Hi Gary,

You shouldn't need to edit anything in the registry... What do you mean
by "portfolio profile"? You've done the right thing by making a copy
of your data to experiment with. Now, all you need to do is just do a "File /
Open Portfolio..." and go pick the newly copied portfolio to open. In the
"Open Portfolio" dialog, there is a "Location" drop down where you can change
the folder over to where you copied your data, and then open it up from
there. Is this what you were looking for, or did I miss the question?

Portfolios store the path to their investment files in a relative manner.
So, if you have all your portfolios and investments in one folder, and you
copy the whole contents, when you open that copied portfolio, it will
also open the copied investments, and not point back to the original investments.

You can always verify where your investments / portfolio file is located
by looking at the "Properties" of each. You can also create a custom
report with the "Path" field to quickly see everything's path.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: FM7.0 Beta Gary Trimmier 06:33:48 11/01/04 (0)