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Graphs of Sub-Portfolios

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Posted by H. C. Pierce on January 26, 2005 at 14:37:57:

Hi Mark:

Using your tutorial on creating sub-portfolios, I've been able to set up the master and sub portfolios exactly to my liking.

However; with the original individual portfolios when I opened an individual portfolio, a set of graphs of the investments in the portfolio (1, 4, or 9 per page) appeared. Now, when I click on a sub-portfolio, data for investments appear on a totalized current value basis. I don't know how to get to the 1, 4, 9 graphs or how to view "all data, purchases, distributions, etc" for any individual selected investment. Seems like there is more for me to study.

Can you refer me to some tutorial to move me ahead on using the new sub-portfolio methods???

Best regards, Chuck Pierce, Dana Point, CA

Replies:

Re: Graphs of Sub-Portfolios Mark 17:04:19 01/26/05 (0)

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