Re: Basics of Fund Manager
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Posted by Mark on December 23, 1999 at 17:33:15:
In Reply to: Basics of Fund Manager posted by CMA on December 23, 1999 at 14:28:16:
: I am considering getting the program Fund Manager for basic tasks like creating several portfolios and entering buys and sells. I have read the Getting Started material but it doesn't explain clearly how to do this.
: Does anyone know where one can get a tutorial for the basic tasks of the program.
: I created on security, BGRAF, but it is not clear how to add additional purchases or sales. The program seems to demand a high-low price.
: If the purchase price was in 4 digits, e.g., 5.58883, the progam rounds it to two digits, $5.59.
: There appears to be a workaround, where you enter the total value of the transaction, but then you have to set the commision at 0.
: So I would appreciate it if anyone knows how to do the basic tasks:
: 1) Creat a portfolio.
: 2) Enter buys and sells for that portfolio.
: 3) Avoid all the Report Screens.
: Thanks, CMA Hi CMA,
Thanks for evaluating FM. Once you create an investment using "File/
New Investment..." you can add purchases by choosing "Edit/Buy/Sell..."
from the main menu. Another way to get to the buy/sell dialog is by
right mouse clicking on any investment's graph, and choose "Buy/Sell..."
from the popup menu. A third way to get to the buy/sell dialog
is from within the "Edit/All Data..." dialog. Select the investment
you want to modify, and the data type of "Investments (all)". Then,
click the "New..." button to add a new buy or sell.
The high, low, and volume data are optional, when updating your prices.
When recording a transaction, you can record the shares up to 6 significant
digits. In some displays, such as the "Edit/All Data..." dialog, the
number of significant digits displayed is controlled by you. You can
adjust this under "Options/Preferences.../Display". You can have the share
price and shares owned displayed up to 6 significant digits. To create a portfolio, just open or create any number of new investments.
Use either "File/Open Investment(s)..." or "File/New Investment..." to do
this. Then, save a portfolio, using "File/Save Portfolio As...". This
will save all the currently opened investments into this portfolio. Portfolios
in FM are just a grouping of investment files. You can group
them into as many different portfolios as you would like. Portfolios also
remember all of your preferences, such as graph type, quote server, etc... Buys and sells are entered for an investment (as described above). Transactions
and prices are stored in the investments. You can avoid the report screens, by just not creating a report. You create
a report by selecting it under the "Reports" menu. Hopefully this will help you get going. As you use FM, if you come up with
any suggestions on ways to improve the online help please let us know. Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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