Re: missing # in stack order

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Posted by Mark on April 26, 2006 at 18:53:39:

In Reply to: missing # in stack order posted by Lawrence Brandon on April 26, 2006 at 18:20:38:

: Hi Mark;
: I update FM on both of my computers last night, don't know if this is a bug or what in My yahoo portfolio I have 36 positions
: When I updated the XP computer FM gave a updated 32 investments , so when I update ME computer I updated prices before I updated to the new version and updated prices again the first time received the message updated 36 prices after updating to FM 7.7 received message updated 32.In trying to find out what had happened I opened a custom report and looked at the investment stack order where all positions have a # there are 8 stock # not being used . FM has been reporting 36 prices updated for years since I closed a bunch of stocks I removed from the portfolio.I think all my stocks are all open but am not sure.
: Is it possible to reassign the stack order # so I can tell better what is open and what isn't

Hi Lawrence,

I suspect the reduced number is because in 7.7 we eliminated the request of duplicate symbols from the same server. For example, if you have multiple IBM investments, previously FM would have requested IBM once for each investment. In version 7.7 it only requests it once, but still updates all your IBM investments.

The missing investment stack number could be due to either hidden investments or investments from other sub-portfolios not included in the report. You don't specifically assign this number, but it is the number from the investment stack order. You can rearrange the investment stack if you want. See "Investments / Order...".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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