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Re: Getting Investment Info Updated to Portfolios

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Posted by Carl on April 16, 2001 at 09:20:38:

In Reply to: Re: Getting Investment Info Updated to Portfolios posted by Mark on April 14, 2001 at 15:34:00:

: : 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.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00

Thanks Mark:

I may have misled you. What I am trying to do is have my Investments updated into the Portfolios. If I make changes or additions to an Investment, they are NOT reflected into the Portfolios.

Is there any particular sequence of saving the Investmentthen saving the Portfolio, or am I just reaching for answers ?

Hofefully you can supply me with the proper process.

Thanks again


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