Currency Symbol Changes in the Investment Properties Box with Different Portfolios

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Hello,

I have lots of individual investments that make up my master portfolio. But I also have smaller portfolios that are made up of 'groups' of these investments from my master portfolio. I have five different currencies in use (USA, China, Euro, NZD and Yen) and so have four investments that are called 'exchange rates' in the 'type' label of its investment property (i.e. Yen, Euro, China, NZD), USD is my default currency.

The problem I have with new portfolios is that when I allocate a currency to an investment in the 'investment properties' property, and assign currencies to an 'exchange rate' investment in the currency settings box, for the portfolio; it changes my currencies already allocated to investments in my previously designed portfolios! i.e i can't get the currencies to match their investments correctly for all my portfolios?

I am using FM 5.3.344.

Do I have to have the SAME ORDER for all my currencies for all my portfolios? A real pain as I thought these were 'memorised' for each portfolio?

Please help,
Thanks,
Andrew

Replies:

• Re: Currency Symbol Changes in the Investment Properties Box with Different Portfolios Mark 09:49:07 01/18/05 (0)