Updating Portfolios

Program Traders and Portfolio Managers have several options in how  they update their portfolio (.tie) files.

Round All / Re-price All re-prices the securities and recalculates shares from weights, and updates TIE™’s reports and summaries.

Convert All reconverts each individual file in the portfolio, regenerating each order without having to open  the child windows.

Convert updates summaries in the parent window.

Progress Meters on TIE™’s control panel help you keep track of the conversion process.