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Re: portfolio

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Posted by Mark on January 08, 2001 at 20:11:52:

In Reply to: portfolio posted by Ferd Isserman on January 08, 2001 at 09:46:07:

: Mark:
: after speaking with you I entered some stocks and found they went to a data file,
: not into a portfolio. How do I get them into a portfolio and how do I name the
: portfolio?

Hi Ferd,
Once you've created or opened some investment to create a portfolio,
use "File/Save Portfolio As..." and assign a filename to the portfolio.
For an example of this see our online tutorial at:

or search the online help for "portfolio" and go to the help topic
"How to Create or Modify a Portfolio".

Mark Beiley

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

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