Setting up multiple books or asset categories within a portfolio
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Posted by Lawrence on February 20, 2001 at 14:12:06:
Hi, I am just setting up the application and I wanted to find out if the software will allow me to setup multiple books or categories of assets or product types within one portfolio. For example lets say I will setup 2 distinct portfolios and I want to set up a long equities book and a short equities book and a derivative(s) book under each of the portfolios. Is there an easy way of accomplishing this? Thank you for your assistance and support.