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Re: Group investiment into Acoounts and Group Account into Portfolio

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Posted by Mark on June 19, 2003 at 10:14:21:

In Reply to: Group investiment into Acoounts and Group Account into Portfolio posted by T. Lee on June 18, 2003 at 13:34:46:

: Is it possible to group investments into accounts first and then group the accounts into portfolio? I like to be able to view overall performance of the portfolio,individual accounts and individual investments if possible. Thanks.

Hello T. Lee,

FM doesn't support sub-portfolios. You could put all your investments in an
account into their own portfolio. You would have one portfolio for each
account. You could then also put all your investments into one big portfolio,
and then you would have one portfolio to view the performance of all
accounts/investments combined. There is no feature to be able to look
at an account level breakdown and the portfolio performance in a single
portfolio though...

Thanks,
Mark
--
Mark Beiley

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

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