Not enough shares for close.

This soft warning appears after posting, and will occur for one of the following reasons:

To edit a transaction that has been posted to your practice, do the following:

  1. From the main Morningstar Office window, go to the Portfolio Management tab.

  2. Select the Accounts page, and double-click the account that needs to be edited. The Account window opens.

  3. On the Account window, select the Transactions page.

  4. Check the box next to the transaction you need to edit.

  5. From the Action menu above the spreadsheet area, select Edit. The transaction dialog box opens.

  6. Select the By Share and Amount option button.

  7. Edit the Shares field to offset the fractional amount.

  1. Click Save + Close.

See Also

Handling Warnings in the Import Blotter