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Re: New portfolio in subdirectory.

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Posted by Mark on April 12, 2005 at 18:12:38:

In Reply to: New portfolio in subdirectory. posted by Robert Lewis on April 12, 2005 at 18:04:37:

: I created a seperate portfolio to track some funds, placing it in a subdirectory. When I open the portfolio, I can update the funds, but the date in the header stays set to the date I created the portfolio.
: Is there a portfolio setting I need to change to point to the subdirectory?
: Thanks,
: Robert


Hi Robert,

Which date are you referring to in the header? Which header? You can adjust the date for a report using "Edit / Report Settings...".

I saw in your earlier post you were using 6.x. Fund Manager 7.x introduced support for sub-portfolios. This wasn't a feature that exists in 6.x. In 6.x you can have investments from any number of file directories included in your portfolio, but 6.x portfolios are "flat". In 7.x you can organize your investments and accounts into any number of sub-portfolios, with any amount of hierarchy. You can then graph and report on any of these levels of sub-portfolios.

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



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