Re: Posting Distributions to Portfolios

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In Reply to: Re: Posting Distributions to Portfolios posted by Mark on January 14, 2004 at 13:57:22:

After bringing them in with Yahoo is there a way to post them that automatically applies it to the current shares or do I have to fill the number of shares in? I often have multiple buys into a fund so my exact number of shares has to be added. I have been going back to each purchase, going into edit, and retrieving the various precise share amounts.
Steve

: : What is the easiest way to post distributions to portfolios that I track?
: : Thanks

: Hi Steve,

: There are several ways:

: 1) You can manually record your distribution transactions. Just right mouse
: click on the investment, and choose "Distribution..." from the popup menu, or
: use the "Edit/All Data..." dialog with the "Distributions (all)" data type
: selected.

: 2) You can import them, if you have your distribution data in any of our
: supported import formats. See "File/Import/Transactions".

: 3) If you're using the Professional or above version you can retrieve
: historical distributions using the "Yahoo (Historical)" quote server.

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

Replies:

• Re: Posting Distributions to Portfolios Mark 09:29:13 01/20/04 (0)