a second portfolio

[david]

Hi Mark
does the personal FM allow for a second portfolio totally independent from the original created?
I need to track my daughter's

[Mark]

Hi David,

Yes, you can have an unlimited number of portfolio files (*.mm4) and also an unlimited number of sub-portfolios within a given portfolio file. I would recommend using a single portfolio file, and make use of sub-portfolios. You can have something like this:

Code: Select all

- Master Portfolio
  - My Holdings
    ...
  - Daughter Holdings
    ...

When you graph/report, you can choose what sub-portfolio you want to display.

[david]

thank you Mark
David