sub-portfolios
[ Q2 03 - Q4 05 Archive ]
[ Current Message Board ]
[ Archives ]
[ Search ]
Posted by Jim on January 04, 2005 at 06:43:30:
I just upgraded to FM 7.0 and would like to setup subportfolios. However, I already have 3 different portfolios, each of them has investments that are NOT duplicated in the other portfolios (i.e., one for IRA, one for Variable Annuity, one for Taxable account, etc.) and all I'd like to do is have these 3 "sub-portolios" owned hierachically by one "Master Portfolio". Can I do this just by adding the 3 individual portfolio files to one new "Master Portfolio" ? Would look like this: Master Portfolio
|
|
---- IRA
|
|
---- Variable Annuity
|
|
---- Taxable Account
Thanks in advance. Jim.
Replies:
|