Re: Quote Management For Subportfolios

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In Reply to: Quote Management For Subportfolios posted by SteveS on February 14, 2006 at 20:49:42:

: Please don't take this wrong but one aspect of this program screaming for improvement is the management of quotes. I've got 30 clients with at least 20 issues each, and each of their portfolios often have the same issues precisely. It strikes me as crazy that Fund Manager MUST download the SAME set of quotes for each sub portfolio, into separate files. You would be doing a great service by eliminating this necessity ASAP. Money Managers would thank you, and memory storage devices, if they could, would thank you as well.

Hi SteveS,

Thanks for the feedback, you have good points. We do plan to at least address the issue of requesting the same symbol multiple times. This is high on the priority list to fix.

Thanks,
Mark
--
Mark Beiley
Fund Manager - portfolio management software for Windows

Replies:

• Re: Quote Management For Subportfolios Gary Bozlinski 17:29:05 02/26/07 (2)
  • Re: Quote Management For Subportfolios Mark 19:45:43 02/26/07 (1)
    • Re: Quote Management For Subportfolios Gary Bozlinski 11:24:39 02/27/07 (0)