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Import notes

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

Postby JFM » Fri Dec 02, 2016 12:01 pm

Would like to import into the Personal Version notes involving individual stock is individual portfolios. Some notes would cross portfolios where others would involve only one portfolio. Can not see how to do this! Is this project possible?

Thanks.
JFM
 
Posts: 13
Joined: Thu Nov 08, 2007 5:24 pm

Postby Mark » Fri Dec 02, 2016 3:21 pm

Hi JFM,

You can manually enter notes for an investment, but this is not importable data currently.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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