Re: Creating a Master Portfolio of all investments

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In Reply to: Creating a Master Portfolio of all investments posted by Jerry on April 12, 2004 at 18:09:38:

: Mark,

: Is there a shortcut to opening all of my investments to create a master portfolio, as oppose to opening each one individually? I use the advisor edition of fundmanager and I have about 443 investments. It would be painstakingly long for me to have to open all of those investments.

: I had a master portfolio established, but I did something strange today and it erased the majority of my investments from the master portfolio. I would rather not have to open all of the investments individually to recreate the master.

: Any help would be greatly appreciated.

: thanks
: Jerry

Hi Jerry,

When using the "File / Open Investment(s)..." command you can open multiple
investments at once using the Ctrl and Shift keys. To use the Shift key,
select the first investment, hold down the Shift key, and then select the
last investment. All investments in between will be selected, and you can
then open all selected investments at once. The Ctrl key is similiar, but
it only adds/removes the next selected investment to the current selection,
rather than all of them in between.

Thanks,
Mark
--
Mark Beiley

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

Replies:

• Re: Creating a Master Portfolio of all investments Jerry 21:53:16 04/12/04 (1)
  • Re: Creating a Master Portfolio of all investments Mark 10:39:26 04/13/04 (0)