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Re: reorganize portfolios[ Q2 03 - Q4 05 Archive ] [ Current Message Board ] [ Archives ] [ Search ] Posted by Mark on August 25, 2005 at 14:52:55:In Reply to: Re: reorganize portfolios posted by jeffrey on August 25, 2005 at 14:24:12: : well, i have read the tutorial. i have tried it a few times. at this point i can't find the sub directory in the list of portfolios. i did save it when it asked me to. : at this point my response is that this system seems very cumbersome, switching back and forth, back and forth, between portfolios copying and pasting. perhaps 'relative file paths' isn't the most efficient approach. wouldn't absolute paths allow simply dragging the portfolio to a new folder, without need for a special editor, saving as, copying and pasting, opening and closing? : i already have the portfolios, named, with the investments in them. is there not some way to group them under a common heading so that i don't have to see all of them everytime i open other portfolios.
What do you mean by "sub directory in the list of portfolios"? Do you want to have a bunch of top level portfolio files (*.mm4), or would you like to convert to a single portfolio file with sub-portfolios? The later is easiest, and you would not have to ever switch back and forth between portfolio files. If you want to move your portfolio files and keep all the individual portfolio files, you can do this, but you must do it through Fund Manager, and not Windows Explorer, so that the relative path of their investments is updated when they are saved. Open up the portfolio file you want to move, and do a "File / Save Portfolio As..." and save it to the destination location you want. You can then safely delete the old portfolio file. Thanks,
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