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moving investments between folders

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

Postby Stefan » Sat Jul 16, 2022 12:45 pm

Hi Mark,
I have the same stock investment in 2 different portfolios. Like this:

Portfolio A/MSFT 100 shares
Portfolio B/MSFT 200 shares

I want to consolidate them in a single portfolio. If I drag and drop the investment from Portfolio A to Portfolio B, I get 2 investments in Portfolio B:

MSFT 100 shares
MSFT 200 shares

How can I consolidate these 2 to be one investment: MSFT 300 shares?
Stefan
 
Posts: 67
Joined: Fri Dec 11, 2009 9:29 pm

Postby Mark » Sat Jul 16, 2022 3:11 pm

Hi Stefan,

We have a tutorial here on how to merge two investments.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10531
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Stefan » Sat Jul 16, 2022 5:46 pm

Hi Mark, thank you so much! This is perfect.
Stefan
 
Posts: 67
Joined: Fri Dec 11, 2009 9:29 pm


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