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Move holding

Questions about updating prices or transactions in Fund Manager

Postby alpappy » Mon Mar 16, 2020 3:27 pm

Hi mark
What is the easiest way to move a holding from one sub prtfolio to another
thanks
alan
alpappy
 
Posts: 366
Joined: Sat Aug 17, 2013 3:59 am

Postby Mark » Mon Mar 16, 2020 4:16 pm

Hi Alan,

Use drag/drop in the Portfolio Editor. See the Portfolio Editor Tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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