Re: new portfolio with same investments
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Posted by Mark on January 10, 2000 at 18:34:13:
In Reply to: new portfolio with same investments posted by massimo on January 10, 2000 at 11:15:44:
: I need to open a new portfolio using several investments alredy existing.
: I tried to do it closing actual portfolio, selecting few investments, and saving a new portfolio.
: Investments in new portfolio included all transactions of the old portfolio
: ones. How can I do to open a new portfolio using the same investments, but clean, starting now, without transactions? : thanks. To track the same investment with different transaction histories, create a
new investment "File/New Investment..." for each account holding the same
fund or stock. This will allow you to record separate transactions for
each account. Each investment will have the same name and symbol, but
you will assign them unique filenames. For example, you can track two
accounts holding IBM by creating 2 investments, both named IBM, with the
symbol IBM, but then the filenames would be IBM1.dat and IBM2.dat. Transactions and prices are stored in the investment files (*.dat).
Portfolios are just groupings of your investment files along with
your display preferences. Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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