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Category Labels for Sub-Portfolios

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

Postby TR » Mon Jan 17, 2011 3:19 pm

Rather than establising Category Labels for each Investment within a Sub-Portfolio, is it possible to set a "default" Category Label for an entire Sub-Portfolio. For example, if a Sub-Portfolio contains only small cap growth stocks, is there a way to avoid having to assign the "Small Cap Growth" label to each investment that goes into that Sub-Portfolio?
Thanks, TR.
TR
 
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Postby Mark » Mon Jan 17, 2011 3:39 pm

Hi TR,

Sorry, no, this isn't a feature currently.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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