Re: Entering Multiple Prices Manually

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Posted by Mark on September 28, 2007 at 12:41:56:

In Reply to: Entering Multiple Prices Manually posted by Grover on September 28, 2007 at 04:30:48:

: Hello, obviously sometime in your evolution of this product, a decision was made to start the 9P function at the same investment every time, regardless of the investment selected. For example, if there are 26 investments in a portfolio, and I want to start entering manual prices at investment 20, when I press 9P, it starts are investment 1. Previously, it would start at investment 20. Is there some way to change this to allow for more flexibility in determining which investment is the be the starting point for the 9P function. I have to list several investments that cannot be entered by retrieve (and they are not always available in sequence), and I am about ready to look for another product, since having to enter each one individually is getting pretty old (versus entering under the 9P function).

: Thanks,

: Grover

Hi Grover,

The investments in the 9P price update dialog are listed in the investment stack order. So, if you order the investments in the stack, before pressing 9P they will be displayed in that order. The investment stack order is memorized in your portfolio, so do a "File / Save Portfolio" after setting the stack order to your preference. From a Graph or Report window choose the "Investments / Order..." command to order the investment stack. You can also use the "Investments / Sort By" commands to order the stack automatically by one of those options.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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