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Re: Multiple Postfolios

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Posted by Mark on March 09, 2002 at 09:10:06:

In Reply to: Multiple Postfolios posted by John Lea on March 09, 2002 at 06:39:49:

: If I have the same stock or fund in a number of accounts, how do I display a graph for a specific account. I am probably missing something but I get the total holdings of the stock rather than the pertinent amounts for the account.

: Thanks.

Hi John,

To track the same investment with different transaction histories, create a
new investment file (select "File/New Investment...") for each account holding
the same fund or stock. This will allow you to record different transactions for
each account. Each investment will have the same ticker symbol, but you will
assign them unique filenames. For example, you can track two accounts holding
IBM by creating 2 investments, both could be named IBM (or you could call them
IBM1 and IBM2, or whatever you prefer). Both investments would have
the ticker symbol IBM, but then the filenames would be IBM1.dat and IBM2.dat.

Please let us know if you need further assistance.

Mark Beiley

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

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