Re: Rename Subportfolio

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Posted by Mark on August 22, 2006 at 21:48:30:

In Reply to: Rename Subportfolio posted by David J Goldberg on August 22, 2006 at 21:18:49:

: Hi Mark
: is there a way to
: a)rename a subportfolio
: b)delete a subportfolio not longer used
: thanks
: David

Hi David,

Yes, you would do both of these from within the Portfolio Editor window. If the Portfolio Editor isn't already open, you can open it with "View / Portfolio Editor".

To rename a sub-portfolio, right mouse click on it, and choose "Properties...".

To delete a sub-portfolio, select it and choose "Edit / Close".

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Rename Subportfolio David J Goldberg 09:31:45 08/23/06 (0)