Re: Sub-portfolios

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In Reply to: Re: Sub-portfolios posted by Mark on January 05, 2005 at 11:59:30:

: : 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 13:14:42 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)