Re: master portfolio

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In Reply to: master portfolio posted by Bill on January 22, 2005 at 15:37:11:

: Mark, I have been studying the postings for the use of the master and sub-portfolios. I created a master by opening as many of the investments that the program would allow (unfortunately I have more than 500). How do I get my exsisting portfolios listed under the master? Like Tbone(1/05/05) all my accounts say that thry are master. I would like all of them to be sub-portfolios under my newly created master. And will I need two masters since I cannot open all the investments? Thanks, Bill

Hi Bill,

You'll want to use the "Portfolio Editor". This post may be helpful:

http://www.fundmanagersoftware.com/wwwboard/messages/7350.html

You can use the Portfolio Editor to create your sub-portfolios, and move
the investments from your top level master portfolio into any sub-portfolio
you want.

The Personal version can only have up to 500 investments open at once. The
Professional version can have up to 2,000, and the Advisor can have up to 5,000.
If you have more investments than are allowed in any given portfolio file,
then you would want to create multiple portfolio files, and maybe divide your
sub-portfolios up between your various portfolio files.

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

Replies:

• Re: master portfolio Bob Organ 19:14:06 01/23/05 (1)
  • Re: master portfolio Mark 13:09:24 01/24/05 (0)