Re: Master and sub portfolios

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In Reply to: Master and sub portfolios posted by Mary Kennedy on February 11, 2005 at 15:51:19:

: I got balled up trying to create a master portfolio and now I have two of them, one with one sub-folder and another with another subfolder. I want both sub portfolios under one master but don't know how to destoy a master once it is established. I've tried to incorporate one inside the other and that doesn't work either. Any advice?

Hi Mary,

I'd suggest reading this:

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

Hopefully that will help clarify the use of portfolios and the Portfolio Editor. If you still have questions after reading that please let me know.

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

Replies:

• Re: Master and sub portfolios Mary Kennedy 16:21:34 02/13/05 (1)
  • Re: Master and sub portfolios Mark 11:00:52 02/14/05 (0)