Re: Basics of Fund Manager

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In Reply to: Re: Basics of Fund Manager posted by CMA on December 23, 1999 at 18:28:39:

: 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.

Portfolios can remember which reports you want opened when you open a
portfolio.
You can either turn this feature off or close the reports, and then re-save
the portfolio.

To turn this feature off, go into a report, and then select 'Options/Report
Preferences..."
and turn off the option "Portfolios Store and Recall Reports".

To close a report, just select the report and choose "File/Close Report".
To then save
the portfolio, select the Main graphs window and choose "File/Save
Portfolio".

FYI, there is also an option to automatically save your portfolio when you
quit FM.
This is under the "Options" menu, and is on by default, so this could have
caused you
to get your reports automatically added to your portfolio.

: 2) Create a portfolio and then enter transactions, both buys and sells.

The normal order is to create a new investment, and then save your portfolio.
Once the investment is created, add new buys/sells, using the methods
described in my prior post.

: 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?

This is attempted to be outlined by us in the "Getting Started" section
of the online help, which you said you read, so we are interested to
get feedback on how to improve on this.

: 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.

"Getting Started".

: 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.

Hopefully it is also easy in Fund Manager once you get the idea of how this
program works. I'm not familiar with Pulse, so can't explain the differences.

: 7) With Fund Manager, there is no manual, so one has to rely on the Help file, which is more for experienced users.

That is not our goal, it is meant to help all users, especially beginning
users.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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