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Storing "snapshots" of summary data

Question asked by FredrikWallenberg5579 on Apr 3, 2011
Latest reply on Apr 8, 2011 by FredrikWallenberg5579


Storing "snapshots" of summary data


I have worked around this problem since FM 2.x where I would be managing a portfolio with current prices in a (these days fully relational) database. However, I want to save a history file with the total value each day. 

The only solution I can find is the one I've used since the beginning of time ... export the summarized data from one table and then import that file into your history table. Is there no way to go directly from the portfolio to the history?