Portfolios

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Hi Mark,

Is there a way to have different "views" within a master-level portfolio. To be more specific, I have set up sub portofolios by broker. But, under the old FM, I used to keep portfolios for each broker, and then aggregated these to "higher level" portfolios (for example, retirement, current, me, my wife etc.) With the new FM I have been able to have all of my lowest level portfolios active at once (btw, that's great) and I have set them up by broker.

But now that I have them all open, can I rearrange/group them (still within the master portfolio) into mid-level portfolios. Note that under one Broker, it maybe possible to have retirement assets as well as current assets (see first paragraph).

If not, I suppose I can maintain more than one "master portfolio" with the sub-portfolios grouped as a I would like to see them.

Thanks in advance.

Bob Organ

Replies:

• Re: Portfolios Mark 13:11:26 01/24/05 (4)
  • Re: Portfolios Bob Organ 20:44:41 01/27/05 (1)
    • Re: Portfolios Mark 09:47:43 01/31/05 (0)
  • Re: Portfolios Bob Organ 20:44:20 01/27/05 (1)
    • Re: Portfolios Faith 16:40:38 01/29/05 (0)