Portfolio password

[joe]

Is there a way to set a password for the master portfolio instead of the individual investments inside the master and sub-portfolios? Thanks.

[Mark]

Hi Joe,

Sorry, no. The password protection is done at the investment level. You can apply a password to all your investments at once, essentially locking the whole portfolio. When you assign an investment password, choose the option to apply to all investments.

[joe]

Thanks, Mark. I wanted to be sure I wasn't missing it somewhere. I've been using the software for only a couple of weeks now and it is an excellent piece of work.

Joe