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Deleting an Investment

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

Postby Ron AKA » Mon Feb 24, 2025 12:37 pm

I messed up when creating a New Investment. Now I have two investments by the same name etc but one is at a price of $0.00 while the other is at the correct initial purchase price. In my list of investments in a portfolio this now shows up as a separate investment at $0.00 price. How do I delete the bogus one?
Ron AKA
 
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Postby Mark » Tue Feb 25, 2025 8:06 am

Hi Ron AKA,

It sounds like you want to "close" an investment. If you're in the Portfolio Editor, right mouse click on the one you don't want, and choose "Close".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Ron AKA » Tue Feb 25, 2025 6:10 pm

Thank you Mark. That seemed to work!
Ron AKA
 
Posts: 34
Joined: Wed Nov 15, 2017 1:50 pm


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