Price Updates
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Posted by H. C. Pierce on January 27, 2005 at 18:34:43:
(1)
When I'm viewing one of several sub-portfolios and I ask for a price update (PRC), All sub-portfolios within the master portfolio are updated instead of only the individual sub-portfolio I'm working with. (2)
When viewing the Master Portfolio which lists the sub-portfolios and the value of each, the sum of the sub-portfolio values is not listed for the total value of the Master portfolio. (3)
There needs to be a quicker easier way than View/Portfolio Editor to get back from viewing any particular sub-portfolio to the Portfolio Editor to view the master portfolio plus sub-portfolios where a different sub-portfolio can be "set as active portfolio". Note that in essence changing portfolios to be updated can no longer be done as it was done previously by clicking on the "folder with content" icon to change the portfolio to be updated.
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