FAQ Common question!
I entered a new
security and made a mistake. I didn't notice this mistake until
The symbol and the company name are both incorrect. My question is How
do i change the symbol and name company name without deleting the
record and starting over?
Use the Security Information
window to change information about a security. To use first go to
the main menu and click "Options" then click on "Security"
Information" You can then edit information about the security IE symbol
name and more
I bought a new computer and would like to
transfer my Investrak program to my new computer, how would I achieve
Reinstall Investrak from our website at
Once installed enter the registration code we provided you by email.
make sure you make a backup of your existing portfolio. You
can use a UBS drive to restore it to the new PC.
Choose the restore menu option.
If you lose the registration code please contact us by email and we
will provide another.
I'm upgrading Investrak portfolio from a
how would I do this. I cannot even imagine losing any data?
should automatically convert your account to the new format.
You can Use windows explorer.
copy the file to your investrak
installed account directory. example c:\program
files\Investrak7\Investrak portfolio\myname\investrak.mdb If you can
read the file using windows explorer then copy the file to your
investrak installed account directory. example c:\program
files\Investrak7\Investrak portfolio\myname\investrak.mdb make
sure you rename your account from
myname_invtrak to investrak.mdb
after you move it to the proper folder. The new version of investrak
should convert the account automatically for you when you click on it.
I'm anxious to download the demo
version of your investrak software, but the download link doesn't
work! Tried it on 3 different computers at the office. Can
you let me know what's wrong? Please get back to me - in
desperate need of some decent portfolio management software.
If this occurs please notify us
I noticed that when i added a
cash interest transaction the window
that popped gave a n error message and I could not enter the
The problem has recently been
corrected with a new update
Date time sort issue I
noticed that when i sort by date and have more than 4 trades in one day
the sort was out of order.
This problem has recently been
corrected with a new update
Will I be able to use my old
account with the new version Investrak 7..
Yes your old account will
over. You just need to copy it to the same folder that your using
for your current account..
Can I download my trades from my
favorite brokerage firm?
is a utility in coming that will
allow you to download your trades from Excel to investrak.
Most brokerage firms
support downloading to Excel or CVS format. This tool is
currently in Beta testing
and used at corporate..