Combined Subportfolio Reports

[LungDoc]

Is there a way to choose to combine several subportfolios into one report. For example, if there were 2 or 3 subportfolios that one would like to look at in the aggregate for portfolio value, asset allocation or rebalance or whatever, how could that be done?

[Mark]

Hi LungDoc,

Any given report can only report on 1 selected sub-portfolio at a time. So, no, you can't do what you're asking. You could however create a new sub-portfolio hierarchy and add in the 2 or 3 sub-portfolios you want. To not affect your current sub-portfolio hierarchy you could use "Link" sub-portfolios, where the 2 or 3 subs are just links to the original sub-portfolio.

[Segunmichael]

Please how do you link the sub-portfolios?

[Mark]

Hi Segunmichael,

From within the Portfolio Editor window, create a new sub-portfolio by right mouse clicking on any existing sub-portfolio, and choose "New Sub-Portfolio...". In the "Portfolio Properties" dialog that comes up, press the "Link To..." button on the middle/right side of the dialog, and choose which sub-portfolio you want to link to.