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hiding but not deleting

General questions about using Fund Manager that do not fit into any other forum.

Postby Trevor » Wed Jan 13, 2010 11:53 am

I have a folder in my main portfolio that I just closed. I don't want to delete it from the portfolio, but I'd just rather move or store the folder someplace else in Fund Manager so I won't have to look at it when I open the portfolio.
Is there a way to do this?
Trevor
 
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Joined: Tue Aug 11, 2009 11:10 am

Postby Mark » Thu Jan 14, 2010 11:18 am

Hi Trevor,

You can hide a sub-portfolio. Right mouse click on it, choose "Properties..." and turn on the 'Hidden' property. Afterwards you can control whether or not it is displayed with "View / Hidden Investments/Portfolios".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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