Re: Creating a Master Portfolio of all investments

[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

In Reply to: Re: Creating a Master Portfolio of all investments posted by Mark on April 12, 2004 at 19:40:38:

thanks Mark,

One last questions, what is the maximum number of investments that can be created in the master portfolio with the Advisor edition. I think that it used to be 500.

Jerry
: : 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 Mark 10:39:26 04/13/04 (0)