Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

How to print portfolio hierarchy tree?

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

Postby nebfinfm » Fri Feb 08, 2013 6:48 am

Hi Mark,

I have large portfolio hierarchy structure. How can I print the hierarchical tree with all sub-porfolios open?
Thanks
Nebfinfm
nebfinfm
 
Posts: 95
Joined: Thu Apr 07, 2011 12:54 pm

Postby Mark » Fri Feb 08, 2013 8:43 am

Hi Nebfinfm,

You can't print the Portfolio Editor display (other than a screen shot). You could however, create a simple report, like a Portfolio Value report, and set it to sub-total by sub-portfolio and list by nothing. Run the report at your top-most sub-portfolio. This will give you a hierarchy printout of just your sub-portfolios.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11708
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 19 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.