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hOW TO PUT SAME TICKER SYMBOL IN DIFFERENT PORTFOLIOS

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

Postby Larry Harter » Tue Apr 19, 2022 5:08 pm

HOW DO YOU PUT THE SAME TICKER SYMBOL IN MORE THAT ONE (DIFFERENT) PORTFOLIOS?
Larry Harter
 
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Joined: Sat Dec 25, 2021 3:08 pm

Postby Mark » Tue Apr 19, 2022 5:10 pm

Hi Larry,

We have instructions for this here:

https://www.fundmanagersoftware.com/faq ... tments.php

Basically, you want to create a new investment for each holding of the same security. You save each investment as its own *.dat data file, so you can track the transactions separately.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ

Postby Arrow » Wed Apr 20, 2022 8:41 am

Hello Mark.
Is it it correct to say that when one creates a new investment FM assigns a new
*.dat data file name but if even if I change the name of the investment it will keep the same origninal name of the datafile only with a number 1 or 2 afterwards.

And if the above is true how can I find the correct name of the data file ?
Thanks fo your answer
Arrow
 
Posts: 19
Joined: Wed Apr 29, 2020 3:40 am

Postby Mark » Wed Apr 20, 2022 9:51 am

Hi Arrow,

When you create an investment, you assign it to a *.dat filename. That filename doesn't change when you change any of the properties of that investment (name, symbol, etc). You can change the filename, by using "File / Save Investment As..." if you want.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10531
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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