Portfolio Properties Dialog

This dialog is available in the Portfolio Editor by selecting any sub-portfolio and choosing the Edit / Properties... menu command. It is also available in the Graphs or any Report window for editing the displayed sub-portfolio properties by choosing the Edit / Portfolio Properties... menu command.

Portfolio Name	The name to display for this sub-portfolio.
Account Number	The account number for this sub-portfolio.
Default Cash Account	This setting allows you to define an investment to be a default cash account for this sub-portfolio. A valid choice is also "(none)", such that there is no cash account in use. Use the "Show All" option to control whether investments from all open sub-portfolios or only this sub-portfolio are listed. Turning off this option makes it easier to find an investment within this sub-portfolio.
Management Fee Method	Optionally assign a method to calculate management fees for this sub-portfolio. This feature is only available in the Advisor version. To add/edit/delete the available fee methods, choose <Edit Fee Methods...> from this list.
Hidden	Used to mark this sub-portfolio as hidden. Hidden sub-portfolios will not be displayed unless "View / Hidden Investments/Portfolios" is turned on.
Transaction Retrieve Settings	Choose this button to set options for retrieving transactions for this sub-portfolio. See the Transaction Retrieve Settings Dialog.
Memo	Enter any notes for this sub-portfolio. The memo field can contain an unlimited amount of notes.

See Also