Portfolio Editor Summary

[nelsondh]

In one of my portfilios, I have large cap stock, bonds, international stock, etc. However the summary line at the bottom of the investment manager list only shows large cap stock, so the total portfolio value is understated. I figure there must be some way to either expand the summary or "see all" instead of just large cap, but can't find a way to do that, either in the menus or in help.

[Mark]

Hi nelsondh,

The total line on the bottom of the right pane in the Portfolio Editor shows the totals for the selected sub-portfolio on the left. It includes everything in that sub-portfolio. There is no filtering done by investment type (or any filtering at all...). Do you maybe have sub-portfolios that you've defined to contain each of your investment types? If this doesn't help, maybe you can email us or attach to this post a screen shot of the problem.