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Re: Portfolios[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ] Posted by Bob Organ on January 27, 2005 at 20:44:41:In Reply to: Re: Portfolios posted by Mark on January 24, 2005 at 13:11:26: : : 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 : : Yes, you can do this. Sub-portfolios can be as deep as you want. You : http://www.fundmanagersoftware.com/tutor_ports.html : Thanks,
Hate to continue down this path but... here is what I had in mind. Master Broker 1 Husband (Non-IRA) Wife (Non-IRA) Wife Rollover IRA Child 1 Education Acct Child 2 Education Acct Fund Company 1 Husband IRA Wife IRA Joint Account Employer 1 Husband 401K Employer 2 Wife 401K What I meant by "different views" was a way to see a report summed by 1) broker or fund company and 2) by Current, Retirement(the 401K and the IRAs), or Education (Child 1, 2 ). Using your posted tutorial, I copied the IRAs to another sub-portfolio under Master called Retirement (where I also put Husband 401K and Wife 401k). But, then on the reports it counted these accounts twice (no big suprise, I guess). I have used the investment goal as an approach, but on the reports it lists every investment and its goal rather than giving me a clean summary report. (I'd like to just see the reports by Current,Retirement, Education (maybe with sub-headings to those (for example, Retirement (with husband and wife as sub-totals). I'd like to keep all "views" in one master portfolio, but do I have to "settle" for putting them in a master, and then having a separate portfolio for Current, one for Retirement and then one for Kids Education? Thanks. Sorry for all the detail. Software is great - hope there's an easy solution to this! Bob Organ
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