Re: Price quotes for subportfolios

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Posted by Mark on September 11, 2007 at 10:02:58:

In Reply to: Price quotes for subportfolios posted by Steve on September 11, 2007 at 01:17:58:

: Mark,

: It looks as if FM continues to retrieve price quotes for entire portfolios rather than subportfolios. Is that correct, or is there a technique to retrieve prices only for a given subportfolio?

Hi Steve,

If you just choose the price retrieve button on the toolbar, that will retrieve prices for all open investments (all sub-portfolios). If you just want to retrieve prices for certain investments (like 1 sub-portfolio), you can do this:

1) Use the Portfolio Editor to select all the investments that you want to retrieve prices for. You can use the "Shift" and "Ctrl" keys to select multiple investments.

2) Right mouse click on the selection, and choose "Retrieve Selected Prices".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Price quotes for subportfolios Steve 12:05:08 09/11/07 (4)
  • Re: Price quotes for subportfolios Eric 19:53:15 09/12/07 (3)
    • Re: Price quotes for subportfolios Eric 19:55:44 09/12/07 (2)
      • Re: Price quotes for subportfolios Mark 20:13:47 09/12/07 (1)
        • Re: Price quotes for subportfolios Eric 19:49:06 09/13/07 (0)