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Re: Merging 2 portfolio

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Posted by Mark on May 11, 2003 at 11:32:44:

In Reply to: Merging 2 portfolio posted by Lang Tu on May 11, 2003 at 02:18:09:

: Hi Mark,
: I have created 2 portfolios. I would like to merge the investments I have recorded in each of the portfolios into one single portfolio. What should I do?
: Regards
: Lang Tu

Hi Lang,

To do this you can open one of the portfolios, and then use
"File/Open Investment(s)..." to select all the other investments from the
other portfolio. Then, use "File/Save Portfolio As...". There is no
specific "portfolio merge" command, but you can do it by just adding the
investments to your portfolio, and then saving it.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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