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FM 2014

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Postby moonlighter » Wed May 07, 2014 7:44 pm

I upgraded to FM 2014 and it seemed to go as expected except on the portfolio view the column totals all have "NA" e.g. the total at the bottom of the "Value" column has "NA" and not the total portfolio value. The values of each holding are correct but the total at the bottom has "NA." I am using unlicensed version. I will buy the upgrade if I know this error can be fixed.

:mrgreen:
moonlighter
 
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Postby moonlighter » Wed May 07, 2014 8:06 pm

Found the problem, mixed investment currency settings in same portfolio. My bad. Fixed it. I'll buy my upgrade license tonight. FM is super.

:mrgreen:
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Postby Mark » Thu May 08, 2014 10:48 am

Hi moonlighter,

Glad you fixed it. This has been a fairly common point of confusion with the new FM 2014 version. We have created an FAQ on this here:

http://www.fundmanagersoftware.com/faq_ ... encies.php
Thanks,
Mark
Fund Manager - Portfolio Management Software
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