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Questions about updating prices or transactions in Fund Manager

Postby Exspextations » Tue Jul 29, 2014 11:18 am

I have searched the FM help and the forum for how to handle share options, but can't find anything - how can these be input to capture correctly the option price, the sale purchase / sale after they are excercised?
Exspextations
 
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Postby Mark » Tue Jul 29, 2014 11:20 am

Hi Exspextations,

Options are separate investments from the underlying security. If you own both options and the underlying security, each would need its own investment. We have tips on recording option transactions here:

http://www.fundmanagersoftware.com/faq_options.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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