Re: Updating Portfolio Prices

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Posted by Lew on September 21, 2007 at 10:41:48:

In Reply to: Re: Updating Portfolio Prices posted by Mark on September 20, 2007 at 22:10:24:

: Reports are inclusive of gains on the starting/ending dates. Therefore, if you want to see the gain/loss for just today, set the starting and ending report dates to today only. By setting the starting report date to yesterday, your report includes gains from yesterday and today.

I should have remembered that. I currently use version 5 and am evaluating version 8.

Version 5 did everything I needed but the Portfolio feature makes upgrading worthwhile for me.

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