Re: Undoing OFX data

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Posted by Mark on August 12, 2006 at 15:14:45:

In Reply to: Re: Undoing OFX data posted by Steve on August 12, 2006 at 14:42:36:

: Mark,

: Thanks. A couple of additional questions concerning the save functions provided. What's additionally saved when 'save portfolio' is used instead of 'save all investments'?

Hi Steve,

Saving your portfolio saves the *.mm4 portfolio file you're using. Saving investments saves the *.dat investment files.

The investment files contain your pricing and transaction data for each investment. Each investment has its own investment file. For more on investments, see:

About Investments

The *.mm4 portfolio file saves your sub-portfolio definitions, which investments are included in each sub-portfolio, and all of your workspace settings, like which windows are open, etc. For more on portfolio files see:

About Portfolios

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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