Re: Clarify 1 fund:2 accounts??
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Posted by Mark on February 16, 2000 at 18:23:43:
In Reply to: Clarify 1 fund:2 accounts?? posted by Doug on February 16, 2000 at 16:07:15:
: I own the same fund in 2 separate accounts. If I've read other post correctly,
: I give them separate names even though they are the same security?? ie: Fund XYZ
: in a college fund account purchased last year, Fund XYZ in retirement account
: purchased this year. Since different purchase points, the graphs need to be separate
: I want to track the fund 3 places:
: Update all funds portfolio (Used for downloading prices and backing up)
: College funds
: Retirement funds : Would I label it XYZ (download portfolio)
: XYZ1 (college portfolio)
: XYZ2 (retirement portfolio)
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.
You can give them unique names also if you like, like "IBM - college"
and "IBM - Retirement". The symbols are what are used for retrieving
prices. You could put both investments in your "all" portfolio, and then each
of the other in their own respective portfolios if you wish. Thanks,
Mark
--
Mark Beiley
Fund Manager for Windows 3.1x/95/98/NT
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