Re: max. investments in a portfolio

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Posted by jc on June 26, 2006 at 12:15:26:

In Reply to: Re: max. investments in a portfolio posted by Mark on June 26, 2006 at 10:59:24:

: : I'm now trying out FM and I like it. But I have a question regarding the number of investments allowed in a portfolio. I actively trade and invest in both stocks and stock options. If you consider each stock option associated with the underlying as a separate investment, then it wouldn't take too long for me to exceed 2000 or even 5000, say, in perhaps a few years, if not sooner. Of course, I have the option of using a different portfolio to track my trades, but then there would be a discontinuity in my data. Would you consider increasing the max. number of investments allowed in a portfolio in future versions of FM?

: : Thanks for your response.

:
: Hello jc,

: Thanks for trying out Fund Manager. Every investment file (*.dat) that you have open counts against this 2000/5000 limit. Thanks for the feedback on this limit. The 5,000 limit is something that I do expect will continue to increase as future versions come out. If this limit does not move up fast enough for your needs please contact us, and we can figure something out.

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software

Thanks, Mark, for your prompt response. I'll just put in two cents, if you don't mind. If you keep the limit to 2000 or 5000, chances are you are shutting out a lot of active investors. (Of course there are competing products in the market that can handle more than 5000, but they are either very expensive or they can't do stuff like ROI or handle cash distributions like dividend payouts.) Moreover, there are folks who may have transaction data accumulated over the years that could far exceed these limits. So if you could increase the limits, so much the better for us. Thanks again.

Replies:

• Re: max. investments in a portfolio Mark 12:30:10 06/26/06 (2)
  • Re: max. investments in a portfolio jc 12:44:06 06/26/06 (1)
    • Re: max. investments in a portfolio Mark 12:51:10 06/26/06 (0)