Portfilio Management

[johnreid]

When I began to enter my stocks, I thought I created separate portfolios under the Master Portfolio, using the Portfolio wizard. What I appear to have done is to create, under the Master Portfolio, a new Master Portfolio, say XXXXX; and all of the other sub portfolio's are under it, rather than under the real Master Portfolio. Mind you, the XXXXX portfolio is under the Master, in any event.

I can probably live with this, but I would like more control as to how I develop and shape my portfolio.

Now that I have this situation, how do I go about undoing it? If I have to remove the portfolio structure to redo it, I assume this will not destroy my data.

Thanks

John Reid

[Mark]

Hi John,

Fixing this is quite easy. Just use the "Portfolio Editor". You can drag/drop to move sub-portfolios wherever you want them. For help on doing this, please see the Portfolio Editor tutorial:

http://www.fundmanagersoftware.com/tutor_ports.html

and documentation:

http://www.fundmanagersoftware.com/help ... tedit.html