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Re: Transfer of Assets - Part II - Data files

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Posted by Mark on July 02, 2005 at 12:09:54:

In Reply to: Re: Transfer of Assets - Part II - Data files posted by Steve on July 02, 2005 at 04:21:48:

: Would the correct procedure than be to use the "open" command within the new correct portfolio to use the 'old' .dat file? Does using the 'open' command reorient, so too speak, the .dat file to the new portfolio?

Hi Steve,

Yes, this is how you would add in the existing investment files into the new portfolio. The "Portfolio Editor" is a good place to do this from, so you can see which investments are in which portfolio.

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

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