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Buy/Sell Transactions

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Posted by Mike on August 18, 1999 at 11:13:31:

Hi Mark - You have previously stated that you intend to permit all investments in a portfolio to be opened in a future release. This ties in with the following proposed enhancement to the Buy or Sell Transaction dialog box. If you are selling an investment, currently only the price is given. However, the value and number of shares is available in the FM data base and could be automatically filled in. If you want to sell all shares, click the OK button. If you only want to sell some of the shares, change the value or the number of shares, click in the field that you did not change to update it and click OK. Having completed the sell transaction, it would be nice to have the option of specifying where the proceeds go; e.g., another fund, another stock, the portfolio cash account, etc.

Thanks - Mike



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