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Grouping Investments

Questions on using, creating, or understanding data in Fund Manager reports.
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Postby invk » Mon Apr 20, 2020 4:14 am

Hi

I trade stocks and options. I would like to be able to group a stock and the options I write on that stock as a single investment group. Is this possible?

Paul
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Postby Mark » Mon Apr 20, 2020 9:57 am

Hi Paul,

Yes, you can do this with sub-portfolios. See this tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby invk » Tue Apr 21, 2020 4:53 am

Thank you
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