Re: Autobackups across mutiple exchanges

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In Reply to: Autobackups across mutiple exchanges posted by Paul Veenendaal on September 13, 2001 at 06:11:13:

: The "Automatic Investment Backup" properties in the Options/Preferences/Data section applies to all investments irrespective of portfolio.

: I, on the other hand, moniotor specific stocks across both the South African (JSE) and Austalian (ASX) markets and some of these have the same symbol names - the end result is that I have multiple stock.dat files with the same name.

: This is not a problem for the live files as I've created separate directories for the JSE and ASX stocks. However, post completing any internet updates an automatic backup is invoked which attempts to save the backup files in a single directory and I receive an alert advising me that a backup file is newer than that being overwritten - a result of the different stocks having the same name.

: To overcome this I can select to overwrite the backup file but this merely means that I'm losing a backup file for the stock of the alternate stock exchange. I can also turn off the Auto backup option itself which enables me to update the prices in a seamless manner. However, this method places me at risk should I need to recover any files off the backups.

: The correct way forward would be for users to be able to specify alternate Auto Backup directories per portfolio in the prefernces section - is this a feature we can expect in future releases of the software?

Hi Paul,
Thanks for the feedback, that could be possible to have a portfolio
specific backup folder.
Another option is to assign unique filenames to the multiple investments
with the same symbol. When creating an investment the default filename is
the symbol, but you can change it to anything you want. You could for example
make the filename SYMB-JSE and SYMB-ASX, or whatever else makes sense to you.
You can also rename a file after you've created it if you want. You would
use Windows Explorer or any other file management program to do this. If you
rename the file outside of Fund Manager you would have to add it back into
any portfolios it was included in.

Thanks,
Mark
--
Mark Beiley

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

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