Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Move holding

Questions about updating prices or transactions in Fund Manager

Postby alpappy » Mon Mar 16, 2020 3:27 pm

Hi mark
What is the easiest way to move a holding from one sub prtfolio to another
thanks
alan
alpappy
 
Posts: 354
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Mon Mar 16, 2020 4:16 pm

Hi Alan,

Use drag/drop in the Portfolio Editor. See the Portfolio Editor Tutorial.
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 Prices and Transactions

Who is online

Users browsing this forum: No registered users and 17 guests

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