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Restore Sub-Portfolio

Questions about updating prices or transactions in Fund Manager

Postby achowdhu » Mon Jun 27, 2011 5:11 am

Is it possible to Restore just one Sub-Portfolio from different portfolio backup?
achowdhu
 
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Postby Mark » Mon Jun 27, 2011 9:18 am

Hi achowdhu,

Yes, but it would be a multi-step process. You can do this:

1) Close your current portfolio with "File / Close Portfolio", so you have nothing open.
2) Restore your backup. You can just restore everything, but restore it to a new/temporary folder, so it doesn't overwrite your main data folder.
3) In the Portfolio Editor window select the sub-portfolio you want, and use "Edit / Copy".
4) Close the portfolio again with "File / Close Portfolio", so you have nothing open, and then do "Edit / Paste", so you have just this one sub-portfolio open now.
5) Do a "File / Backup..." and create a backup of this one sub-portfolio.
6) Re-open your original portfolio file, and restore from this backup you just created. Choose the restore options to restore it to where you normally keep your data, and not the temporary folder you created in step #2.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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