Re: setup question

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Posted by MS on June 25, 2006 at 23:25:17:

In Reply to: Re: setup question posted by Mark on June 24, 2006 at 11:48:59:

: 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 a lot for the prompt reply. I did do exactly that. However, I would also like to see the individual investments in the Portfolio editor window. And that is possible if I copy the investments from the individual portfolios to the master portfolio. However, then there is a double counting when I try to get the overall value of the portfolio. Please let me know if I should try to explain again.

Thanks!

Replies:

• 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)