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Re: Getting Investment Info Updated to Portfolios

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Posted by Mark on April 14, 2001 at 15:34:00:

In Reply to: Getting Investment Info Updated to Portfolios posted by Carl on April 14, 2001 at 14:21:59:

: I have several investments, which I maintain manually. The entries in the investments are correct, however they do not update the Portfolios they are in. Some investments can be used in multiple Portfolios.

: I am probably missing something along the way in maintaining the portfolios, any help would be appreciated.

: Thank you

: Carl

Hi Carl,

I believe you are asking about how to include an investment in more than
1 portfolio? If so, just add the investment to the portfolio by opening
the portfolio, opening the investment, and then saving the portfolio. For
more on portfolio management please check out the tutorial or search
for 'portfolios' in the online help.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

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