Re: Portfolio Import

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In Reply to: Portfolio Import posted by Alan McCulley on July 15, 2003 at 19:57:53:

: I have many portfolios already modeled on Yahoo, many containing dozens of stocks.

: Does FM allow for an easy way to import these portfolios or do I have to enter each investment individually?

: Appreciate any help.

Hi Alan,

There is no easy way to make an FM portfolio from a Yahoo portfolio. However,
you can retrieve transactions from your Yahoo to your FM portfolio, once
you have set up your FM portfolio. See "Edit/Internet Retrieve/Transactions".

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: Portfolio Import jeremy galloway 17:05:32 12/10/03 (0)