Re: Price Updates
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Posted by Mark on January 31, 2005 at 09:39:05:
In Reply to: Price Updates 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.
Hello H.C.,
1) Yes, the price retrieve will update all open investments by default. If
for some reason you only want to update certain investments you can select
them, and then right mouse click to choose "Retrieve Selected Prices". 2) Yes, the right hand side only lists the contents of the selected
portfolio on the left. If you really wanted to, you could build another
layer of hierarchy, so your top level portfolio was one level down. Then,
by clicking on the top level you could see your totals. The other way is
to just use Reports, which will show you totals. 3) The "Active" portfolio is only used for graphs. You can change the
active portfolio under the "Investment / Set Active Portfolio" menu
command from within the Graphs window. Is there some other reason you're
looking to change the "Active" portfolio? Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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