Re: Basics of Fund Manager
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Posted by CMA on December 23, 1999 at 18:28:39:
In Reply to: Re: Basics of Fund Manager posted by Mark on December 23, 1999 at 17:33:15:
Mark:
Thank you for your reply, but I am at a more basic level of using the program than many of your users. I did manage somehow to delete the two transactions and the portfolio, so I could start fresh.
Here is what I am looking for. You can tell me if it is possible to do this.
1) No reports to start out with.
2) Create a portfolio and then enter transactions, both buys and sells.
3) What is the sequence I must follow and exactly what steps do I take?
I wish there were examples of how to do simple things like creating a portfolio and entering transactions.
4) What comes first: creating a portfolio?
Creating a security?
Entering a transaction? 5) If you can point me to anywhere in the Help files where there are examples of how to do these things, then all my questions would be answered.
I know that there are other former Pulse users who are looking at Fund Manager and may have the same questions I have.
6) In Pulse (which is not being supported after 12/31/99), it is much simpler to enter data. a) Create a portfolio; b) Create securities; c) Enter transactions in any portfolio using already created securities.
7) With Fund Manager, there is no manual, so one has to rely on the Help file, which is more for experienced users.
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