Muddling Sub-Portfolio Data

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About a week ago, FM appeared to be mixing data from one sub-portfolio into another, and if I recall, you (Mark) guided me through a couple of steps to successfully eliminate this problem. Unfortunately, I don't remember the steps, and I would appreciate the listing of these instructions so these can be referenced again when necessary (when I next screw up!).

Of note, I eliminated my subportfolios because each seemed to branch from the subportfolio above, rather than from the master portfolio at the top. Maybe I shouldn't have done this. Should the subportfolios branch one into the next, or all from the top master portfolio, or does it not matter?

Also, when editing the Portfolio Properties Window during a new subportfolio creation, what does the 'Show All' checkbox do exactly?

Any assistance to the above problems/questions would be appreciated.

Replies:

• Re: Muddling Sub-Portfolio Data Mark 14:47:15 02/17/06 (0)