Amalgamation

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Posted by Malcolm McLeod on July 23, 2007 at 09:22:35:

Hi Mark
How do I amalgamate two sub-portfolios so that securities that were in both sub-portfolios end up with just one entry that displays the total number of shares and the overall totals for avg. basis etc.?

When I drag-and-drop the duplicated stock from one to the other I am left with two entries for the same stock.

thanks

Replies:

• Re: Amalgamation Mark 10:43:16 07/23/07 (0)