Re: setup question

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Posted by Mark on June 24, 2006 at 11:48:59:

In Reply to: setup question posted by MS on June 24, 2006 at 08:53:19:

: I wanted some advise on setting up portfolios. Let us say I have three brokerage accounts. I want those to be in separate portfolios. At the same time, I want to be able to see the portfolios and the reports at overall level as well as individual portfolio level. For e.g., In the portfolio editor window, I would like to be able to see not only the stocks in one portfolio at a time but all the sub-portfolios as well.

: Is this possible? Thank you!

Hello MS,

I would suggest putting everything in a single portfolio file (*.mm4), but using the sub-portfolio feature. You can set up sub-portfolios for each account. Sub-portfolios have hierarchy, and you can set up as many as you want, with as much hierarchy as you need. Higher level sub-portfolios automatically include everything beneath them.

In your example, you would just have your top level sub-portfolio, and then 3 sub-portfolios beneath that, one for each of your accounts. You can then graph/report at any level of the sub-portfolio hierarchy. You would use the Portfolio Editor to set these up. For more on this, you might want to read:

http://www.fundmanagersoftware.com/tutor_ports.html

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: setup question MS 23:25:17 06/25/06 (4)
  • Re: setup question MS 23:26:02 06/25/06 (3)
    • Re: setup question Mark 10:38:51 06/26/06 (2)
      • Re: setup question MS 12:22:22 06/26/06 (1)
        • Re: setup question Mark 12:45:13 06/26/06 (0)