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Same Stock held in Different Accounts

General questions about using Fund Manager that do not fit into any other forum.

Postby joy » Fri Feb 08, 2019 11:32 am

Hi,

Is there a preferred way of dealing with a stock which is held in 2 lots in different accounts? Is it best to just change the default naming for the .dat file? - So in one account my stock - with the ticker NRR.L would have a default .dat file named NRRL.dat - then when creating the investment in the other account I'd rename the default .dat file to say, NRRL-2.dat.

Thanks, Joy.
joy
 
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Joined: Sun Jul 28, 2013 4:01 am

Postby Mark » Fri Feb 08, 2019 3:25 pm

Hi Joy,

Yes, that is exactly correct. See this:

https://www.fundmanagersoftware.com/faq ... tments.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby joy » Sat Feb 09, 2019 2:15 am

That's great - thanks Mark.
joy
 
Posts: 10
Joined: Sun Jul 28, 2013 4:01 am


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