Saving Portfolios

To save changes to your portfolio properties use the Save Portfolio command from the top level File menu. You can also select the button from the toolbar. To save a portfolio to a new filename use the Save Portfolio As... command.

Saving a portfolio is independent from saving investments. When you save a portfolio, you are saving which investments are included, the sub-portfolios, and all of your preferences, such as window positions, colors, fonts, displayed reports, etc to the portfolio's *.mm4 file. When you save investments, you are saving any pricing/transaction data to the investment's *.dat files.

To have your portfolio automatically saved each time you quit, see the Save Portfolio on Exit command under the top level Options menu.

See Also