Portfolio management...?
Author: pogostov
Creation Date: 6/14/2010 5:46 AM
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pogostov

#1
Hello,

I'm using Wealth Lab Pro 5.6.
I haven't understood how to make and manage portofolios of different types of assets (share+option or 2 different shares for example).
Is it possible in this software?

Sorry for my eng :)
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Eugene

#2
QUOTE:
Hello,

I'm using Wealth Lab Pro 5.6.
I haven't understood how to make and manage portofolios of different types of assets (share+option or 2 different shares for example).
Is it possible in this software?

Sorry for mu eng :)

Please ask your Fidelity rep since the usage of Wealth-Lab Pro is unsupported in your region.
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pogostov

#3
The same question for Developer...
They are almost the same, i think
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Eugene

#4
QUOTE:
The same question for Developer...

...doesn't make sense since you even haven't taken a free trial of Developer.
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pogostov

#5
i've downloaded 64-bit version, but my credentials from this site were not accepted.
what could be a reason?
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pogostov

#6
pro version i've tried before was not mine, but on my friend's PC
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Eugene

#7
CODE:
Please log in to see this code.

Incorrectly typed password.
QUOTE:
pro version i've tried before was not mine, but on my friend's PC

That's not original, everyone from Russia says so. However, you may believe me that we know the underground sites and torrent trackers distributing these copies very well.
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pogostov

#8
Eugene, i think you are right and that version was not original.
I've made several attemps, buy incorrect username or password problem still exists.
What should i do?
Another question is can Wealth-Lab software manage multiple-assets portfolios and if can - how?
Could you send me a link to some manual or article/discussion please?
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Eugene

#9
QUOTE:
I've made several attemps, buy incorrect username or password problem still exists.

Try logging off, resetting the password by following the "Forgot password?" link, and then trying again. Passwords are context-sensitive.
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pogostov

#10
Thanks, it works now. And what about my another question?
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Cone

#11
QUOTE:
multiple-assets portfolios?
There is no built-in support for multi-currency, if that's what you're asking. If it's not, then clarify, please.
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pogostov

#12
For example, we have 2 datasets of diffferent assets: 2 shares or share and put option etc.
I wonder if it is possible to use one strategy to simulate "life" of such a portfolio.
Strategy defines the moment of buying/selling each asset and proportion between them.
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Cone

#13
It's not a very good example, so I'll have to guess "sure", there shouldn't be a problem simulating that. Option pricing would have to be set up in the Symbol Info Mgr (Futures Mode enabled) so that, for example, a $1 (1 pt.) movement is translated as $100 in value.
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