Re: how to combine 10 individual portfolios
In Reply to: Re: how to combine 10 individual portfolios posted by Shailendra Malani on August 26, 2002 at 22:48:51:
: Thanks a lot for your mail. Actually, the situation is that in all 10 individual portfolios, there are overlapping stock. and in the combined portfolio, if i were to simply include different stock files, then i would not get a true picture of which stock contributes what percentage etc.
: So i do need to do something along the lines of export all portfolios and import.
: Thanks again. I hope to get around to being able to use the software.
: : : I have 10 portfolios of individual family members. Now I wish to combine those into one portfolio.
: : : I can't seem to do this using the export in quicken format, and then import. while both export and import happen, the symbols are not imported properly.
: : : Do please advise.
: : : Thanks a lot.
: : : Shailendra
: : Hi Shailendra,
: : You don't need to export/import to create this master portfolio. You can
: : Thanks,
A suggestion for you... You can just make a copy of your investment file
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