Re: new portfolio

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In Reply to: Re: new portfolio posted by Mark on January 05, 2006 at 13:02:06:

: : 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?

:
: Hi Louis,

: What do you mean by it is showing long and short? Do you mean separate transactions were imported into separate investments, or are you looking at a capital gains report where the long/short gains are separated?

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

Hi Mark,
They are showing as seperate investments, long 10000 XYZ and short 10000 XYZ. Do I have to delete and reenter one of them or is there a way to combine them into one investment?

Replies:

• 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)