Re: Subportfolios
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Posted by David J Goldberg on October 22, 2005 at 11:14:36:
In Reply to: Re: Subportfolios posted by Mark on October 17, 2005 at 10:07:58:
Hi Mark
Well looks like may have to try your level of patience, so will ask you to bear with me.
Saved my total portfolio as My Portfolio_1 and started to work on it, created as many Subportfolios as needed.(that works fine)
Then tried first by copy/paste, or as left click move the selected securities, but the results much the same, the new subportfolios have;
a} all shares moved then they not longer show on the Master screen(remember I still want a general view with all securities.
b)the Portfolio Value report starts to show increased values, the original plus the subportfolio's.
Not sure how to proceed.
thanks again.
PS: I tried the FAQ and tutorial, just want to avoid having to create new portfolios and then transfer to a new Master
Sorry, David
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