sub portfolio reports and opening sub-portfolios
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Posted by Ronald White on May 08, 2006 at 10:52:51:
Is there a way to open sub-portfolios?
I am just getting started using FM for my investments. Here is what I have done so far. First I entered all my investments from each on my online brokerage accounts (2) into portfolios. Then I started another portfolio for my mutual funds ( about 15). Then I decided to develope an investment heirarcy with an "everything" portfolio then I made the heirarcy by creating sub-portfolios. I then opened all investments and drug the individual investments into their appropriate sub-portfolio. saved all that. Now I don't see a way to look at these sub-portfolios indivdually. I still have my orginal portfolios that have their investments so I can look at each account but I was wondering if there was a way to work with these accounts as a sub-portfolio without opening the "everything" portfolio? Ron White
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