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PORTFOLIO MANAGEMENT SOFTWARE
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Posted by Parker C. on August 04, 2007 at 11:33:13:

Suggestion for future versions: Include a section in Global Preferences (or similar) that specifies where the FM files will be stored. Question: is it advantageous to create separate directories for each type of file (i.e. price files, portfolio files, etc.)?

I attempted several times to locate my data files in C:\Program Files\Fund Manager\Data and C:\Program Files\Fund Manager\Portfolios. However the program always defaulted to My Documents\Fund Manager, and was usually unable to find files when the program opened. (Using XP Pro)

I gave up with that attempt and let the program save information to its default folder. However, there are many types of files from a number of sub-portfolios all stored in one directory. FM has no problem with this arrangement, but it is difficult for me to identify which files go with which portfolios.

Comment: The module and version update process for FM is outstanding. I really appreciate the Message Board as well!

-Parker C.



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