|
|
Re: Portfolio creation/segregation[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ] Posted by Mark on February 17, 2005 at 12:46:50:In Reply to: Portfolio creation/segregation posted by Steve on February 17, 2005 at 12:35:30: : I know this is a 'newbie' question, but I have read through all the posts and cannot find anything that correlates to this question. : I have 5 portfolios spread over 3 brokerages. I set up my 'master' portfolio for the largest amount of holdings and created sub folios under that. The sub portfolios have totals connected to them that can be tracked, but the master portfolio only has the assets listed WITHOUT a total for it. I can see where you could set up each portfolio indivually and track each one independently, but that seems to me to be inefficient as you would lose the ability to update all of them at one time. : Is there a way to have totals associated with each individual portfolio, including the 'master' portfolio, and still maintain the Master/sub-portfolio structure?
You can have totals shown for any portfolio, including your top level (master) You might prefer to create a report, and create it for your master portfolio, It sounds like you put some investments directly into your master portfolio? http://www.fundmanagersoftware.com/help/ui_portedit.html There are no investments in the Master Portfolio. Instead, all the investments You can organize your sub-portfolios/investments however you want, but when Thanks,
|
FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy |
Copyright ©1993-2025 Beiley Software, Inc. All rights reserved. |