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Portfolio Editor - Moving rows Up and Down

General questions about using Fund Manager that do not fit into any other forum.

Postby akahrim » Fri Jan 20, 2023 3:14 pm

Hi Mark...is there a command to move rows in Portfolio Editor, Up and Down, in the Left and Right panes?

Also in the Portfolio Editor status bar what is last entry S0,D1?

Thanks
AK
akahrim
 
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Postby Mark » Fri Jan 20, 2023 4:07 pm

Hi AK,

The left side is your sub-portfolio hierarchy, and within a given level of hierarchy the sub-portfolios are listed alphabetically.

The right side lists the contents of whatever sub-portfolio you select on the left side. The list is sorted by 1 column, and you can pick which column controls the sort order by clicking on that column's header. Click it again to toggle ascending/descending.

The status bar segment that shows "S 0, D 1" is showing you how many items in the right list are "S"elected and "D"isplayed.

Also, if you haven't seen it yet, we do have a tutorial on using the Portfolio Editor.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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