Re: Some SubPortfolio Questions

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Posted by Mark on August 06, 2006 at 16:28:09:

In Reply to: Re: Some SubPortfolio Questions posted by David on August 06, 2006 at 13:24:49:

: : 2) Sorry, the command line feature will just update all open investments in the portfolio file you specify. You can't choose to update just a single sub-portfolio. Is there some reason you don't want all your investments updated?

: I have a portfolio with ALL of the U.S. investments I have EVER owned - useful for comparing long-term performance with indexes, etc. Most of the equities still exist, and I just didn't want to create an unnecessary load on either my connection or Yahoo's server by updating prices for stocks I haven't held for years. However, I'll do what you suggested below. I'll copy the live securities only into a separate portfolio file, and use that in Windows Scheduler.

: Thanks.
: David.

Hi David,

Another idea for you to consider... If you have some investments that you want to keep in your portfolio, but don't want to update their prices, you can turn off the "Investment Properties... / Internet Retrieve / Retrieve Price" property. This will prevent an internet retrieve from requesting/updating this investment. Maybe this would be better than maintaining two portfolios.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Some SubPortfolio Questions David 00:30:31 08/07/06 (1)
  • Re: Some SubPortfolio Questions Mark 10:46:13 08/07/06 (0)