Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Move data files

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

Postby cbenenax » Thu Mar 04, 2021 10:15 am

Is is possible to change the directory in which the data files for a subportfolio are stored?
cbenenax
 
Posts: 39
Joined: Mon Feb 21, 2011 6:11 pm

Postby Mark » Thu Mar 04, 2021 10:17 am

Yes. You can do it 1 investment at a time, or the easier way is "File / File Operations / Set Data Location...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby cbenenax » Thu Mar 04, 2021 10:29 am

In Portfolio Editor I highlighted one subportfolio and selected File > File Operations > Set Data Location:

data.png
data.png (4.42 KiB) Viewed 1033 times


This seems to change the base location of all Subportfolios. Can I change just the subdirectory in which one subportfolio's files are stored?
cbenenax
 
Posts: 39
Joined: Mon Feb 21, 2011 6:11 pm

Postby Mark » Thu Mar 04, 2021 11:01 am

No. This command will move all your data files, not just one for a particular sub-portfolio. Usually this is the best way to store your data (all files in a single folder). It works a lot better if you need to move your data to another computer.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 16 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.