Re: new portfolio

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In Reply to: Re: new portfolio posted by Mark on January 04, 2006 at 14:26:42:

: : I have registered ro v.7 and would like to enter all my back dated trades. I have a prime broker account with citigroup and was wondering what the easiest way to enter all my past transactions is? (there are about 1000)
: : Thanks,
: : Louis

:
: Hi Louis,

: Do you have these transactions in any electronic format now? I'd suggest seeing if you can download your transaction history somehow from Citigroup. Fund Manager has quite a few import options, so if you can get it in any electronic format, you should be able to import them. Of course, you can also always manually enter the transactions, but that is of course more time consuming...

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

Hi Mark,
I now have all transactions in my portfolio, but when downloaded fund managager is showing long and short for some of the stocks. How do I get it to show as one complete position?

Replies:

• Re: new portfolio Mark 13:02:06 01/05/06 (5)
  • Re: new portfolio Louis 13:41:14 01/05/06 (3)
    • Re: new portfolio Mark 13:45:10 01/05/06 (2)
      • Re: new portfolio Louis 13:54:34 01/05/06 (1)
        • Re: new portfolio Mark 14:11:09 01/05/06 (0)
  • Re: new portfolio Louis 13:34:04 01/05/06 (0)