rearranging portfolio hierarchy?

[darrell]

Hi -- Say I have existing portfolios A, B and C.

Is there a way, other than exporting all their data and re-importing it, to move B and C to be sub-portfolios of A?

Thanks

D

[Mark]

Hi darrell,

Yes, you can do this very easily in the Portfolio Editor window. Just drag/drop the sub-portfolios you want to move. To drag/drop B for example, select the parent of B on the left, so you can see B in the right list. Drag B from the right, over onto the desired destination (A) on the left, and drop it. Please see these tutorials for more:

Portfolio Editor Tutorial
Sub-Portfolio Tutorial

[darrell]

ah ok thanks -- was missing that clicking on Master Portfolio listed the sub portfolios in the right pane, thanks