make existing portfolios subportfolios of a new one

[shalam]

i have 4 accounts in a brokerage. those were all top level portfolios.
now i want to add 2 accounts from another brokerage. and i still want to be able to total by brokerage in the software itself.

so i would like to put the original 4 accounts into a master portfolio and make those 4 sub-porfolio of this new master portfolio.

put another way this is what i have right now

top level
|__brokerage 1 - portfolio 1
|__brokerage 1 - portfolio 2
|__brokerage 1 - portfolio 3
|__brokerage 1 - portfolio 4

what i want to do is

top_level
|__brokerage 1
|__portfolio 1
|__portfolio 2
|__portfolio 3
|__portfolio 4
|__brokerage 2
|__portfolio 1
|__portfolio 2

How do I create this structure from the old structure? I looked up the properties dialog and could not find a way to re-assign the parent-child relationship between portfolios.

Thank you!!

[Mark]

Hi shalam,

You would do this in the Portfolio Editor window. First, create the sub-portfolio "brokerage 1" by right mouse clicking on your "top level" and select "New Sub-Portfolio...". Once you have the brokerage 1 sub-portfolio defined, select the top level sub-portfolio on the left, so you see all the contained sub-portfolios on the right. Select your 4 account sub-portfolios on the right side, and drag them over onto the new "brokerage 1" sub-portfolio on the left. This is how you move sub-portfolios.