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Strategies & Market Trends : A.I.M Users Group Bulletin Board
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To: LemonHead who wrote (13683)11/26/2000 8:23:35 AM
From: matvest  Read Replies (1) of 18928
 
Hi Everyone on this LAST(?) day of counting.(LOL) I have some Newport questions which I need help on.

1. I have set up a Newport account, but made a mistake on the number of shares. When I go into maintenance and correct the number, the program warns me that unless this is a split or dividend I should make a trade instead. What is the best way to correct a mistake and what happens if I just change the number vs. making a trade?

2. I have 2 portfolios with the same 3 Mutual Funds - since one is a Regular IRA and the other is a Roth IRA I want to keep them separate in Newport. Does anyone disagree? I understand if I keep them in separate Newport accounts I have to install Newport in separate directories. Correct? Since there are 3 Funds which are duplicated in two Brokerage portfolios, in Newport a) do I set up 6 accounts (one for each fund in each portfolio) b) do I set up 3 accounts (one for each fund combining the two portfolios) c) do I set up two accounts with 3 funds each (one for each portfolio containing the funds that are in each)?

3. When I set up a new security in Newport it wants to know how much cash I have in reserve (the dollar amount not the percentage) Do I enter the actual amount of cash in the portfolio which is zero because all the funds in the portfolio are invested and I actually do not have any cash reserve OR do I calculate what the cash reserve should be based on the AIM reserve percentage and enter that number?

Thanks in advance,

Larry M
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