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Re: same stock, different portfolios

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Posted by Mark on November 02, 2001 at 07:47:40:

In Reply to: same stock, different portfolios posted by darris on November 01, 2001 at 19:11:23:

: Is it possible to have the same stock in different portfolios with different quantities in each portfolio? I created stockX with 0 shares. I then put it into two separate portfolios. Then in Portfolio #1, I purchased 100 shares and then saved that portfolio. However, a purchase of 100 shares of Stock X showed up in Portfolio #2. What am I doing wrong?

: #2--Is it possible to import anything from an Excel file?

Hello Darris,
Yes, you can do this. The transaction and price data is stored in your
investment files themselves, not the portfolio. Portfolios are just groupings
of investments. You should create 2 investments, both tracking stock X.
They can have the same stock name and symbol, just assign them different
filenames, like X1.dat and X2.dat. You can then put them in whatever portfolios
you want. In your example you would put X1.dat into Portfolio #1 and X2.dat
into Portfolio #2.

Yes, but you must save the excel file to a text format, like a .csv
format first, and then import it. There are generic import commands for
both prices and transactions under "File/Import". See the online help
for specifics of using these commands.

Mark Beiley

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

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