Re: Portfolio names disappeared

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In Reply to: Portfolio names disappeared posted by Jim Howes on January 28, 2006 at 13:37:04:

: It's year end and I am printing some reports of my different portfolios. They all say 'Master Portfolio' in the heading and not the file name. How do I get the file name to show up in the Report heading like it did last year?

: Thanks, Jim

Hi Jim,

As of v7.0 the title of reports displays which portfolio you're reporting on, instead of the portfolio filename. You can change the name of the portfolio in the Portfolio Editor (View / Portfolio Editor). Right mouse click on the portfolio, and choose "Properties...". "Master Portfolio" is just the default name of your topmost portfolio, but you can rename it to whatever you want.

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

Replies:

• Re: Portfolio names disappeared Jim Howes 23:48:21 01/28/06 (2)
  • Re: Portfolio names disappeared Mark 11:56:13 01/29/06 (1)
    • Re: Portfolio names disappeared Jim Howes 19:59:49 01/30/06 (0)