Hi Mark
Please explain how do you keep say 3 different lots of the same investment booked in 3 different subportfolios independent from each other i.e. purchase new shares in on subportolio A but do not want the subpotfolio B to be changed. Also how do you handle the same issue when you transfer in and out the same entire investment from one subportolio to another subportfolio (ie record it in the subportfolio A as s a transfer out and as a transfer in in B? When I do it say the transfer in subportfolio B then the recorded transfer out in the A becomes also a transfer in ...?
Thanks for you fine product and support as always!
Costas