Hi Kate, Start w/ your earliest statement, and enter information sequentially. For a quick start, use the quick portfolio setup to just enter all current holdings only from your most recent statement. This method allows you to easily see the diversification and allocation of your existing holdings. If you subscribe to NAIC's OPS and MFRC, you'll be able to download data to speed the process.
Let us know if you have questions as you get started. Also, we suggest you spend some time w/ the tutorial to get an understanding of PRK prior to entering your own data. Regards, Matt Willms -----Original Message----- From: Kate Joyce [mailto:[EMAIL PROTECTED] Sent: Thursday, August 04, 2005 3:44 PM To: BetterInvesting's Investing Discussion List Subject: PRK question Hi folks, I am having trouble understanding how to enter past transactions on PRK. If I have several statements in one portfolio that I want to enter, how do I do it? Sorry it's such a basic question! KJ __________________________________________________ ---- You can read and write messages or change your subscription options at the i-club-list web site at http://lists.better-investing.org. Log in using your e-mail address. You are currently subscribed to i-club-list as: [EMAIL PROTECTED] To unsubscribe simply send an e-mail to this address: mailto:[EMAIL PROTECTED]
