Re: Investments

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Posted by F.Allen on April 27, 2007 at 11:35:13:

In Reply to: Re: Investments posted by Mark on April 26, 2007 at 21:01:12:

: : 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
If I trade in and out of the same stock 15 times in the same portfolio, is each one a "new" investment.

Replies:

• Re: Investments Mark 11:46:33 04/27/07 (0)