Portfolio->Cash Activity->Add/Withdraw Cash: Change or Delete?

Portfolio->Cash Activity->Add/Withdraw Cash: Change or Delete?

jjj
2011-11-02 17:59:27

In Portfolio, how can Cash Activities entered via Add/Withdraw Cash be pre-dated, changed, and/or deleted?

Is it possible to include Cash Activities in a Tools->Import Trades file?

Thanks!

QuantShare
2011-11-03 05:13:07

Best Answer

Currently, it is not possible to update or add pre-dated cash transactions

Let me know if you want to see these features implemented or if you have any other suggestions

jjj
2011-11-03 06:32:07

Thanks for the quick reply.

Yes, at a minimum the date should be included on the entry screen and it should be possible to delete cash transactions.

Thanks!

QuantShare
2011-11-03 07:25:57

In order to help us better implement this feature, can I ask you why do you need it?

jjj
2011-11-03 09:01:14

So that the portfolio history, etc. is correct.

Thanks.

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