Re: Edits to Portolios

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In Reply to: Edits to Portolios posted by Beth Miller on March 15, 2000 at 09:24:36:

: I added an investment to the wrong porfolio. How do I move an investment out of one profolio and into another?

Beth,
You remove it from the one portfolio and then add it to the other.

To delete an investment from a portfolio you need to close the investment,
then re-save the portfolio:

1) Right mouse click on the investment you wish to close and choose "Close"
from the popup menu.

2) Select "File/Save Portfolio" to save the changes to the portfolio.

To read more about how to delete investments from a portfolio search the
online help for "portfolios" and go to the help topic "How to Create or
Modify Portfolios".

To add an investment to a portfolio, use "File/Open Investment(s)..."
to open the investment, and then use "File/Save Portfolio" to save the
changes to the portfolio.

Thanks,
Mark
--
Mark Beiley

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

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