Re: Sub-portfolios

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In Reply to: Sub-portfolios posted by Tbone on January 05, 2005 at 00:43:30:

: I'm just not getting this sub-portfolio stuff. I think I'm creating a hierarchy, then it all vanishes. It'd be great to update all data from one site, rather than openning each portfolio, but I can't follow the instructions you gave below.

Hi Tbone,

Can you describe what you're doing, and where things are going wrong?

You would use the "Portfolio Editor" window to create sub-portfolios. See
"View / Portfolio Editor". To create a sub-portfolio just right mouse click
on a portfolio on the left side of this window, and choose "New Sub-Portfolio..."
from the popup menu.

You can see an example of a portfolio with 4 sub-portfolios in the picture
on this page:

http://www.fundmanagersoftware.com/help/ui_portedit.html

It would be good to read the documentation on that page, it explains a lot about
using the Portfolio Editor.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Sub-portfolios TBONE 13:10:18 01/05/05 (4)
  • Re: Sub-portfolios tbone 13:14:42 01/05/05 (3)
    • Re: Sub-portfolios Mark 15:23:43 01/05/05 (2)
      • Re: Sub-portfolios tbone 15:34:52 01/05/05 (1)
        • Re: Sub-portfolios Mark 18:13:39 01/05/05 (0)