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Re: Sum

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Posted by Mark on September 30, 2002 at 21:29:00:

In Reply to: Sum posted by Allen on September 30, 2002 at 18:57:47:

: Hi, Should be a simple problem- i added an investment to a portfolio that had only one investment to it, and the total portfolio value is not updated. I default to plotting portfolio value and the amount in the upper left corner is just the amount of the single investment without addition of the new investment.
: Allen

Hi Allen,

Could you check to see if this new investment has a value on the dates
being plotted? Try creating a "Portfolio Value" report on the date
in question. Another way, is to look at "Edit/All Data..." with the "Prices"
data type, this also shows the value on a daily basis.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP

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