Re: sub portfoilio descriptions

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Posted by Mark on June 02, 2006 at 21:34:26:

In Reply to: sub portfoilio descriptions posted by John Lea on June 02, 2006 at 16:37:48:

: I have a master portfolio with sub-portfolios underneath. When the master porfolio is selected it shows the list of sub portfolios but it also shows as part of that list Investment Goals and Asset Types. Each portfolio is made up of different goals and types and I really don't need or want the descriptions to show at a portfolio level.

: Have I entered things incorrectly or is there a way to supress the information at the portfolio level?

Hi John,

If you display the Investment Goal and Asset Type list columns in the Portfolio Editor these will display values even for sub-portfolios. The category with the largest dollar value in that sub-portfolio will be displayed. There is no option to turn this off. Many of the fields will not display values for sub-portfolios, where it doesn't make sense, like a share price. In this case it works as described above.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: sub portfoilio descriptions John Lea 08:38:42 06/03/06 (0)