Re: price & transaction updates

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In Reply to: price & transaction updates posted by Lawrence Brandon on January 08, 2005 at 14:05:12:

: Hi Mark;
: I set my price update portfolio as my Master portfolio, with my LDB as a sub portfolio & NB portfolio as sub portfolio also. When I update prices for the master portfolio, will the, prices for will the sub portfolio's be updated as well? When I manually update transactions should I open each sub portfolio to update transactions for that portfolio? My wife has a few investments I don't have & some of the number of shares owned are different.
: Lawrence Brandon

Hi Lawrence,

When you do a normal price retrieve all of your open investments in all
portfolios will be updated. There really isn't a need for a "price update"
portfolio anymore.

On a related note, there is a new 7.0 feature where you can select a group
of investments, and then do a "Retrieve Selected Prices" command from the
right mouse popup menu. This will only retrieve for those selected investments.
This is handy to use when you've just created a new investment, and want
to back-fill historical prices for just that investment, without bothering
to update every open investment also.

You can update transactions in any sub-portfolio you want. From the Data
Register, you can select any available portfolio, and then the "Investment"
combo box will be filled in with investments in that sub-portfolio. You can
then select the investment you want to operate on. All sub-portfolios you've
set up in a portfolio file (*.mm4) are "open" whenever that portfolio file
is open. There isn't anything you need to do to "open" a sub-portfolio. There
is the concept of the "Active" portfolio, but that is only utitilized by
the Graphs window, when choosing which investments/portfolio to graph.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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