Re: new portfolio

[ Message Board ] [ Archives ] [ Search ]

In Reply to: new portfolio posted by Louis on January 04, 2006 at 14:08:00:

: I have registered ro v.7 and would like to enter all my back dated trades. I have a prime broker account with citigroup and was wondering what the easiest way to enter all my past transactions is? (there are about 1000)
: Thanks,
: Louis

Hi Louis,

Do you have these transactions in any electronic format now? I'd suggest seeing if you can download your transaction history somehow from Citigroup. Fund Manager has quite a few import options, so if you can get it in any electronic format, you should be able to import them. Of course, you can also always manually enter the transactions, but that is of course more time consuming...

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: new portfolio Louis 12:52:06 01/05/06 (6)
  • Re: new portfolio Mark 13:02:06 01/05/06 (5)
    • Re: new portfolio Louis 13:41:14 01/05/06 (3)
      • Re: new portfolio Mark 13:45:10 01/05/06 (2)
        • Re: new portfolio Louis 13:54:34 01/05/06 (1)
          • Re: new portfolio Mark 14:11:09 01/05/06 (0)
    • Re: new portfolio Louis 13:34:04 01/05/06 (0)