Re: Portfolio Organization

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In Reply to: Portfolio Organization posted by Jim on April 13, 2005 at 10:43:27:

: I recently upgraded to FM 7x and created a Master Portfolio and sub-portfolios using the process described here: http://www.fundmanagersoftware.com/tutor_ports.html
: titled "How to convert existing portfolios into sub-portfolios of a new portfolio."
: The organization appears fine, but for some reason, I am not able to generate any graphs or reports either of the top-level Master Portfolio or any of the sub-portfolios. The only screen accesible is the Portfolio Editor for the master Portfolio. Did I botch the master Portfolio build?
: If I have assigned the Master Portfolio as the Active Portfolio, should I be able to view graphs for all funds in all portfolios? Note: in 6x, I built one "Total Portfolio" that included 20 funds, and when I opened this portfolio I could view graphs for all funds - I want to be able to do the same in 7x. Your help is appreciated.

Hi Jim,

When you're looking at the Portfolio Editor, you can choose a report from the "Reports" menu, or choose a graph from the "Graphs" menu. You can also use the "Windows" menu to switch over to any other existing report or graph window. When you create/edit a report, there will be a "Portfolio" drop down choice, so you can choose which wub-portfolio you want the report created for. All investments at/below the "Active" portfolio will be displayed in the investment based graphs, so you can still view all 20 of your funds by setting the top level master portfolio to be the "Active" one.

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

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