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Re: Quote Management For Subportfolios[ Message Board ] [ Archives ] [ Search ] Posted by Gary Bozlinski on February 26, 2007 at 17:29:05: In Reply to: Re: Quote Management For Subportfolios posted by Mark on February 15, 2006 at 10:16:17: : : Please don't take this wrong but one aspect of this program screaming for improvement is the management of quotes. I've got 30 clients with at least 20 issues each, and each of their portfolios often have the same issues precisely. It strikes me as crazy that Fund Manager MUST download the SAME set of quotes for each sub portfolio, into separate files. You would be doing a great service by eliminating this necessity ASAP. Money Managers would thank you, and memory storage devices, if they could, would thank you as well. : : Thanks for the feedback, you have good points. We do plan to at least address the issue of requesting the same symbol multiple times. This is high on the priority list to fix. : Thanks, Am I missing something, or is this "high priority" issue still a problem? I downloaded the Professional version for evaluation. I created 14 accounts and imported all my transactions from Quicken using QIF files. It appears that each investment has a different "dat" file for each account, so I have to input the fund or stock symbol and other information numerous times if the investment is held in many accounts. If that is the case, I have to update about 700 "dat" records manually. Is there an easier way or is there a fix planned in the near future? Thanks,
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