FM6-FM7 portfoilo's
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Posted by Lawrence Brandon on January 07, 2005 at 10:43:04:
Hi Mark;
It's a little late to be asking this question, but I have been using 3 portfolios since I first started using FM for about 10 years ago I have a price update portfolio which includes all investments I follow. A LDB portfolio which is only stocks I currently own and a NB portfolio for my wife. I have a history portfolio I use to open a new stock and get a price history.
Since FM7 Beta I have been using these old portfolio's still FM7's default portfolio that opens at start up displays a message no open investments.
2 questions
1 am Missing anything in FM7 by not using it's portfolio system? I am planning to use manual transaction imports with a file I create. National Finance doesn't support any kind of transaction updates for any program. And National Finance is the financial clearing house Bank of America uses as a clearing house. There fore BAC finance doesn't support transaction updates eather. Manual imports work and are much safer. Time isn't a issue with me.
2 Can I import my old portfolio's to FM 7, or do I need to? Lawrence Brandon
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