Re: Investments

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Posted by Mark on April 26, 2007 at 21:01:12:

In Reply to: Investments posted by F. Allen on April 26, 2007 at 18:58:21:

: If I have 3 portfolios, each with 5 subfolios, if I purchase a stock say IBM for all 15 folios, do I have th create a new investment for each folio IBM.dat1 to IBM.Dat15 or make one new investment and then open it into each folio and do the purchase there.

Hi F. Allen,

If each of these 15 are from a different account, and you want to track the transaction history separately, you would create an investment for each one of them (IBM1.dat to IBM15.dat). Please see:

http://www.fundmanagersoftware.com/faq.html#mult_inv

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Investments F.Allen 11:35:13 04/27/07 (1)
  • Re: Investments Mark 11:46:33 04/27/07 (0)