Re: change existing portfolio to a sub portfolio
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Posted by Mark on January 07, 2005 at 20:59:42:
In Reply to: change existing portfolio to a sub portfolio posted by Lawrence Brandon on January 07, 2005 at 19:26:11:
: Hi Mark;
: I would like to open my price update portfolio in the portfolio editor as the master portfolio, I can get that done OK. But would like to open my LDB portfolio as a sub portfolio, with My NB portfolio as a second sub portfolio. Both of those portfolios have almost ten years of dividend history that I don't want to lose. Can I do that? Or will I have to create new sub portfolios. I would hope that all dividend history & purchase info is in each stocks dat file.
: Lawrence Brandon
Hi Lawrence,
Yes, you can definitely do this. It is relatively easy, and you won't lose
any of your data. You will make use of the Portfolio Editor to create
your new sub-portfolios and copy/paste all the investments from your old
portfolios into these new sub-portfolios. I had written a more detailed
description in a prior post: http://www.fundmanagersoftware.com/wwwboard/messages/7350.html Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
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