Combining portfolios

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Posted by John Lea on April 15, 2006 at 09:02:23:

I created portfolios for each investment account. Now I want to report the asset allocation for all of them, combined. Is there a way to combine all the portfolios in a new portfolio as sub portfolios?

Or is there a way to report across all portfolios for asset allocation investment goal purposes?

When I try to search the board I get the WWW even though the fundmanagersoftware.com button is selected.

Replies:

• Re: Combining portfolios Mark 11:18:28 04/15/06 (4)
  • Re: Combining portfolios John Lea 05:06:16 04/17/06 (0)
  • Re: Combining portfolios John Lea 14:41:39 04/15/06 (0)
  • Re: Combining portfolios John Lea 14:32:54 04/15/06 (1)
    • Re: Combining portfolios John Lea 14:36:16 04/15/06 (0)