Re: portfolio editor copying/moving folders

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In Reply to: portfolio editor copying/moving folders posted by jeffrey on September 25, 2005 at 18:52:09:

: i have been using the portfolio editor for about a month. i am having extreme difficulties getting portfolios to copy/move to new sub portfolios. it seems that after highlighting a subportfolio one has to use copy from right click and then past from the toolbar, or is it the reverse? or is it neither? or is it something else? occasionally copying works, but i can't remember what the secret combination is from one week to the next. most of the time i wind up with whole portfolios and the sub ports inside of other sub ports, in side of others. i can best describe it as chaos.

: why is it so difficult to use?

Hi Jeffrey,

Sorry to hear about the troubles... The Portfolio Editor is meant to work just like Windows Explorer does for moving files/folders. Probably the easiest way to move things is using drag and drop. Select something by left mouse clicking on it, and keep pressing the mouse button while you move it to where you want it to go. If you want to copy it instead of moving it, hold down the "Ctrl" button, and you will see a little plus (+) sign show up on the cursor. Let go of the mouse when you have dragged the selection to the desired destination.

For an example of drag and drop, read through the tutorial here:

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

or you can read through the Portfolio Editor documentation here:

http://www.fundmanagersoftware.com/help/ui_portedit.html

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

Replies:

• Re: portfolio editor copying/moving folders jeffrey 20:32:58 09/28/05 (1)
  • Re: portfolio editor copying/moving folders Mark 11:03:33 09/29/05 (0)