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Double listing of investment

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Bernie » Mon Jan 25, 2010 10:17 pm

HI...

In all reports on investment and/or portfolio performance there is one investment that is listed twice. It has only been purchased once. I have three portfolios and this problem comes up in only one. Obviously it inflates the value of the portfolio. How do I get rid of this?

Bernie
Bernie
 
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Postby Mark » Tue Jan 26, 2010 8:10 am

Hi Bernie,

It sounds like you have this investment included in your portfolio more than once. Go into the "Portfolio Editor" window, select the duplicate, and choose "Edit / Close".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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