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Old 04-06-2006, 12:21 PM
Dick Watson
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Default Re: Adding investment from portfolio view

No, but apparently it works better that way.

"Eric" <evdslh[at]hotmail.com> wrote in message
news:4434ddcc$0$728$5fc3050[at]dreader2.news.tiscali.nl...
- quote -

> Do I always have to add an investment from the account itself instead of
> through the portfolio view?



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Old 04-06-2006, 09:22 AM
Eric
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Default Adding investment from portfolio view

Hello,

When I add an investment in an investment account, I usually do that from
the porfolio view. Standing in the account I want to add an investment into,
I click on "Work with investments : Setup a new investment". I then enter
all the information needed, including commission etc. but when I finish
this, the amount is never deducted from the cash balance. I have to click on
the new investment and fill out the account from which this investment is
bought.

So it is not that I am not currently working in that account, because I am
and the investmet does show up in the right account.

Anyone else experiencing this?

Do I always have to add an investment from the account itself instead of
through the portfolio view?

Thanks,

Eric


 

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adding, investment, portfolio, view
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