Re: Getting Investment Info Updated to Portfolios
In Reply to: Re: Getting Investment Info Updated to Portfolios posted by Carl on April 16, 2001 at 09:20:38:
: : : I have several investments, which I maintain manually. The entries in the investments are correct, however they do not update the Portfolios they are in. Some investments can be used in multiple Portfolios.
: : : I am probably missing something along the way in maintaining the portfolios, any help would be appreciated.
: : : Thank you
: : : Carl
: : Hi Carl,
: : I believe you are asking about how to include an investment in more than
: : Thanks,
: I may have misled you. What I am trying to do is have my Investments updated into the Portfolios. If I make changes or additions to an Investment, they are NOT reflected into the Portfolios.
: Is there any particular sequence of saving the Investmentthen saving the Portfolio, or am I just reaching for answers ?
: Hofefully you can supply me with the proper process.
: Thanks again
There is no required order of saving investments/portfolios. Investments
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