Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Margin loans and other debt

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

Postby dnaumov » Tue Nov 22, 2011 12:35 am

What is considered the correct way to add and manage margin loans and various other debt to my portfolio? Obviously I start with creating a new investment, but should it be an investment with a price of 1 and then I substract an amount of shares equal to the loan balance or should I be having 1 share and then adjust it's price up and down as the loan balance changes?
dnaumov
 
Posts: 7
Joined: Mon Nov 21, 2011 5:41 pm

Postby paulk » Tue Nov 22, 2011 6:42 am

Hi

The way I have handled it in the past is to create a cash type investment ($1 share price) which will run a negative balance. There is a thread about this topic from November of last year somewhere in the "General" section. Search "margin loan" and you will find it.

Good luck!
paulk
 
Posts: 150
Joined: Fri Oct 29, 2010 6:08 pm


Return to General

Who is online

Users browsing this forum: No registered users and 5 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.