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Downloading Positions

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

Postby ishcabible » Wed Jan 29, 2020 7:27 am

I am using FM to create a list of positions. I a not interested in transactions. I have created my portfolio, all my Fidelity accounts, and I downloaded my positions. How do I on a futue date download only the positions in those accounts, no transactions.
Thanks in advance!
Joe
ishcabible
 
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Postby Mark » Wed Jan 29, 2020 8:58 am

Hi Joe,

You can't do this for an existing sub-portfolio. You could use the New Portfolio Wizard and re-download only positions, but you can't update an existing sub-portfolio with positions.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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