Re: remove an investment

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In Reply to: remove an investment posted by Dan Eastes on July 30, 2002 at 19:21:16:

: I had some funds in the portfolio from a redemption. So I created an investment called "cash" to show these funds. I've now reinvested the funds but the investment file is creating all manner of problems. I'd just like to remove the investment and its effects on the portfolio performance reports. I tried to delete the file cash.dat but that didn't work.

Hi Dan,

You can close an investment by right mouse clicking on the
investment's graph and choosing "Close Investment" from the popup
menu. Then, save your portfolio, so it remembers this investment
is not part of your portfolio. Save your portfolio with "File/
Save Portfolio".

What problems were you having with a cash account?

Thanks,
Mark

Replies:

• Re: remove an investment Dan Eastes 19:45:29 07/31/02 (1)
  • Re: remove an investment Mark 22:15:56 08/01/02 (0)
• Re: remove an investment Dan Eastes 17:38:16 07/31/02 (0)