Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Same holding in multiple portfolios

[ Q1-Q3 99 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Marty on January 06, 1999 at 10:50:02:

What is the best way to update and maintain unique buy and sell (etc.) information on a stock that is in several portfolios when you use a single updating file to update everything? I don't want the buy and sell points from one portfolio showing up in the other portfolio. Right now, I use "Lee's IBM" for the name of one IBM holding and "Marty's IBM" (both with the same IBM symbol) for updating. Should or can I put them both in the single updating file?


Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy