Parent Account Number repeating for Linked Portfolios

[Allan]

Hi Mark

One of the suggestions for managing different scenarios has been to create a linked portfolio. I have found this to be very useful for several tasks and appreciate this feature.

As a consequence however, when running reports the "Parent Account" will display as x-Portfolios: and list the account number of the primary portfolio as well as the linked portfolios - which of course is the same account number repeated several times.

Is there a way to suppress this repetition?

Alternatively, though this is probably more effort to implement, is there a means to copy the Portfolio Properties account number to the securities contained within the [sub]portfolio populating the Investment Properties account number?

Thanks

[Mark]

Hi Allan,

Unfortunately, the answer is "no" to both questions...