Move data files

[cbenenax]

Is is possible to change the directory in which the data files for a subportfolio are stored?

[Mark]

Yes. You can do it 1 investment at a time, or the easier way is "File / File Operations / Set Data Location...".

[cbenenax]

In Portfolio Editor I highlighted one subportfolio and selected File > File Operations > Set Data Location:

data.png (4.42 KiB) Viewed 1330 times

This seems to change the base location of all Subportfolios. Can I change just the subdirectory in which one subportfolio's files are stored?

[Mark]

No. This command will move all your data files, not just one for a particular sub-portfolio. Usually this is the best way to store your data (all files in a single folder). It works a lot better if you need to move your data to another computer.