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Re: Multiple portfolios

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Posted by Mark on July 16, 1999 at 08:15:12:

In Reply to: Multiple portfolios posted by Steve Harder on July 15, 1999 at 19:00:32:

: I'm considering switching to Fund Manager - the current DOS program that I use forces me to have different portfolios for fed-tax only, state-tax only, fed&state taxable, and tax exempt for each of the four members of my family.
: How would I manage that portfolio structure using Fund Manager?

Hello Steve,
Portfolios are very flexible in Fund Manager. In FM, all of the prices/
transaction data are stored in the investment files. Portfolios are just
groupings of those investment files. You can group them in as many
different combinations as you'd like. You can have any number of portfolios
that you would like. Investments can belong in any number of portfolios.
Please feel free to download and test out Fund Manager.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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