Re: Investment Allocations

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Posted by Roger Miller on March 12, 2007 at 19:56:20:

In Reply to: Re: Investment Allocations posted by Mark on March 12, 2007 at 18:39:59:

Mark,

I was on 8.1. I just downloaded 8.2 plus the latest quote and transaction updates. I'm re-entering the investment goals and risk factors and still using the checkbox for "apply to all investments with matching symbols" and now the asset allocation pie chart is reflecting the changes (also the risk factor pie chart) I've done about 1/3 of the investments and my problem seems to be solved. I'm going to finish inputs. Thanks!

Roger

: : Mark,

: : Yes I do check off the box "Apply to all investments with matching symbols" because in 4 cases I have the same fund in my name and again in my wife's name for retirement.

: : Roger

: Hi Roger,

: Okay, but you're saying that it is being applied to all investments, even ones with a different symbol? What if you don't use that option, can you change the goal allocation, only on the selected investment? What version of Fund Manager do you have? Can you make sure you have 8.2.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

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