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Opening 'closed' stocks...

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

Postby Gillyches » Thu Nov 21, 2019 1:49 am

I had some stocks and sold them and so 'closed' the stock on my list.

A few months down the line and I've reconsidered and bought back in... except now I can't see that stock on the list. Is there a way of opening up closed stocks, please? I can't find how to reverse this action.

Thank you
Gillyches
 
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Joined: Tue Aug 06, 2019 11:28 pm

Postby Mark » Thu Nov 21, 2019 6:43 am

Hi Gillyches,

Use the Portfolio Editor. Right mouse click on the sub-portfolio where you want to re-open the investment, and choose "Open Investment(s)...". You'll have to go find the *.dat filename of the investment you want to open.

Usually it is best to "hide" an investment you no longer own, instead of closing it. Hiding just removes it from the display, but keeps it in your historical records. See our tutorial on hiding investments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby Gillyches » Fri Nov 22, 2019 3:05 am

Thank you, Mark... that's great advice.
:D
Gill
Gillyches
 
Posts: 6
Joined: Tue Aug 06, 2019 11:28 pm


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