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Re: e-mail change, update without reloading entire FM, Multiple buy/sell

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Posted by Mark on June 09, 2002 at 11:48:01:

In Reply to: e-mail change, update without reloading entire FM, Multiple buy/sell posted by Dick Conway on June 08, 2002 at 20:13:09:

: 1.)I have changed my e-mail, how do I change your records?

We have your above e-mail address in our records now. We do have a link
on all of our web pages to "Mailing List", which allows you to update
your e-mail address with us.

: 2.)I too can't get quotes off Yahoo historical, etc., for DFXI (Direct Focus), RIBI, GTHR (Get,QCOM, Koop.

I looked at DFXI, and it is available on Yahoo Historical. Do you have
the latest retrieve module? Use 'Help/FM on the Web/Check for Updates...'.
If so, what happens when you try to retrieve? Do any investments work?

: 3.)Having lost my hard drive, I was determined to start right this time. However, I have purchases (From a reputable Stock Co.) that show above the graph in "Value,Cost/Value, and Gain (Maybe more). I use Yahoo historical for one portfolio, and Yahoo adjusted for a duplicate portfolio. I entered the original buy (New)in each stock, then used updates to buy/sell after the stock was in initially. I update each portfolio separately off the internet. Why off graph for some purchases add sale?

On the Value based graphs the marker should be on the value line, as just
the marker is plotted at the value for the day of the transaction. If you
have an example of a situation where this isn't happening you can either
e-mail me the investment file, or screen-shot.

: 4.)When I buy or sell the same stock more than once in the same or adjacent days, the appropriate graph symbol only shows for one, sale or buy. Upon review at a later time, this has caused me to miss the real transactions for the day in graph and "all data". If I carefully move the mouse on the buy or sell symbol, I might see the second transaction, no gaurantee. Is there a way to avoid this?

It is true that markers could be right on top of each other. If you want
to see all your transactions, the best way is with "Edit/All Data..." and
the "Investments (all)" data type.

: 5.) When I sell on some stocks, the sale (Triangle) symbol shows at value zero rather then on the graph at the cost as I remember it used to?It shows a value drop on any sale from the correct value, makes me nervous.

When you sell shares, the value will drop, and the triangle, or sell marker
will be plotted at the new lower value. If you sold all your shares, then
the value will be $0. This is normal.

: 6.) Finally, how do I (Registered user)upgrade from 5.2.320 to 5.3.320 without downloading the whole program again off the web page? And will this solve any of the preceeding problems?

You'll have to download the program from our web site. Do not uninstall the
old version, just install 5.3 right over 5.2. It will not change the
answers to any of the above.

: Reading all your responses, you are a whiz! Thanks Mark

Thanks, hope these answers help.

Mark Beiley

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

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