Re: Portfolios

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In Reply to: Portfolios posted by Bob Organ on January 23, 2005 at 19:03:02:

: 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

Hi Bob,

Yes, you can do this. Sub-portfolios can be as deep as you want. You
can have an unlimited number of sub-portfolios, with an unlimited hierarchy.
See this new tutorial for a description/example of this:

http://www.fundmanagersoftware.com/tutor_ports.html

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

Replies:

• 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)