Sub-portfolios

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Posted by Steve on May 14, 2006 at 11:58:12:

Just downloaded the latest version 7 and have a couple questions related to subportfolios. First, it seems like a good idea in that I now only have to add a new security to the subportfolio and it will automatically be added to all higher level portfolios. At least thats how I expect it to operate.

Is there a way to navigate between subportfolios (and the master) besides tile-ing the screen with the portfolio editor, right clicking on the subportfolio name, selcting the Graph option, and the graph type? Seems like there should be a hotkey to toggle between subportfolios (or two, one for sub and one for sub-sub) so the screen can be maximized for the graph.

Also - is there a way to have different graph options for the master and each sub-portfolio. So for example my master portfolio graph should range for 200-300K, but one sub-p should go from 50-100, and another from 100-150 and a third from 150-250. I get them same graphing range on each one.

Thanks
Steve

Replies:

• Re: Sub-portfolios Mark 10:16:37 05/15/06 (0)