Fund Manager
Contact Us

Re: remove an investment

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by Mark on July 31, 2002 at 16:07:47:

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?


Replies: | Search | Site Map | About Us | Privacy Policy