Re: Getting Investment Info Updated to Portfolios
In Reply to: Re: Getting Investment Info Updated to Portfolios posted by Mark on April 16, 2001 at 10:40:00:
: : : : 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
: : : Thanks,
: : 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
: : Carl
: Hi Carl,
: There is no required order of saving investments/portfolios. Investments
On a Portfolio screen I am looking at a pie chart that shows all the Investments included in the Portfolio, however when I place the arrow on a particular area of the chart the amount, number of shares and date are not current, for that Investment. Also the total value and date for the Pie Chart header are incorrect. If I try an edit of that Investment the proper amounts and date are indicated. So the individual values seem correct, but are not reflected in the totals for the Portfolio.
I hope this will get us closer to locating what the problem may be.
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