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Re: Can one investment be in two separate portfolios?[ Message Board ] [ Archives ] [ Search ] Posted by Mark on August 10, 2007 at 10:26:22: In Reply to: Can one investment be in two separate portfolios? posted by FundManagerUser on August 10, 2007 at 02:20:11: : Can one investment be in two separate portfolios? By separate portfolios, I mean two portfolio's that are totally unrelated, where one portfolio is not a sub-portfolio of the other. : I'm looking for different ways to group funds, and see those groupings subtotaled in the reports. With the same set of funds, I would like to create one portfolio with sub-portfolio's grouped by by account type (roth, 401k, etc), and another portfolio with sub-portfolio's grouped by category. : I know fund manager has investment category and investment goal groupings, but those can't be subtotaled in the reporting section. Hello FundManagerUser, Yes, a single investment can be instantiated in as many different sub-portfolios as you want. Just use copy/paste, or drag and drop within the Portfolio Editor, but hold down the Ctrl key to copy instead of move. BTW, you can sub-total your reports by sub-portfolio, investment type, symbol, asset type or investment goal categories. In the Report Settings dialog put a check mark in "Subtotal By", and then to the right, select what you want to sub-total by. Thanks,
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