Transfer out/in a subportfolio

[jjnh@nbnet.nb.ca]

Mark,
I have transfered a complete subportfolio from one broker to another, both of which are subportfolios in the same Master portfolio. I have tried clicking on the subportfolio/,edit/, investment data/ both in Portfolio Editor, by right clicking on the subportfolio and in Graphs as instructed in Help. I can't get an option to Transfer out or Transfer Between in any of these. What am I doing wrong?
Bob

[Mark]

Hi Bob,

If you want to record transfers, you do this at the investment level. From within the Portfolio Editor, select the source sub-portfolio on the left, so you see all your investments on the right. Right mouse click on an investment on the right, and choose "Investment Data / Transfer Between...". Repeat for each investment.

[jjnh@nbnet.nb.ca]

Thanks Mark,
I thought there might be a way to do the complete portfolio in one step but it worked O.K.
Bob