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Portfolio containing only a % of another portfolio

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

Postby jcarrallo » Fri Jul 27, 2012 9:39 am

Hello,
I was wondering if you can help with this:
I would like to create a portfolio that contains only 50% of portfolio "a" and 50% of portfolio "b".
Can I do this?
Many thanks,
Javier
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Postby Mark » Fri Jul 27, 2012 10:20 am

Hi Javier,

There isn't a real easy way to do this. You could however, export each portfolio's value to a CSV file, and re-import each into a separate investment, where you import the portfolio value as the new investment's price. You can then record a purchase for equal dollar amounts into each of these 2 investments. To do this, see "File / Export / Other / Portfolio Value..." and then "File / Import / Prices / Generic...".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby jcarrallo » Fri Jul 27, 2012 10:31 am

That was really fast.
Thank you,
javier
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Joined: Fri May 11, 2012 3:34 pm


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