Re: Getting Investment Info Updated to Portfolios
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
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.
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