Re: Portfolios and Sub-Portfolios

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Posted by Mark on March 31, 2007 at 14:50:58:

In Reply to: Portfolios and Sub-Portfolios posted by Azamul Kahrim on March 30, 2007 at 20:29:10:

: Mark...

: I have several portfolios uniquely named. Is there a way to create a master portfolio of all my portfolios by simply "opening" or dragging and dropping my existing portfolios under my master portfolio.

: I have been thru the tutorial and it seems as though it has to be done at the investment level by opening investments and grouping them under sub-portfolios.

: Thanks
: AK

Hi AK,

Yes, you can do this. You'll use copy/paste from within the "Portfolio Editor". Do this:

1) Open one of your first uniquely named portfolios. Open the Portfolio Editor, and select the topmost sub-portfolio on the left. Use "Edit / Copy".

2) Use "File / Close Portfolio". Make sure you are still looking at the Portfolio Editor and have the topmost sub-portfolio highlighted, and use "Edit / Paste". You should see your previous sub-portfolio pasted as a sub of the Master Portfolio. Now, use "File / Save Portfolio As..." and assign this a new name.

3) Open one of your other uniquely named portfolios, copy the topmost sub-portfolio, and go back to the portfolio you created in step #2 and paste it in there again. Repeat this for all your other uniquely named portfolios.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

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