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Bulk Editing

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

Postby 4MoreProfits » Fri May 01, 2020 5:32 am

Mark,
I have about 75 stocks that I own or track and most have notes that are currently existing. With the volatility in the market I would like to add a few alerts that will be common to all stocks. For example a 8% trailing stock and a 10% above current price. Is there any way that this can be done in bulk form?

Thanks, Jim
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Postby 4MoreProfits » Fri May 01, 2020 5:35 am

I meant alerts.
If I could export everything into Excel it would be possible to do it there and then import it back but it seems you can only export certain fields.
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Postby Mark » Fri May 01, 2020 9:12 am

Hi Jim,

Sorry, this isn't an available feature currently. You can't import alerts, and you can only set them on one investment at a time. Hopefully we can improve this in a future update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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