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Creating Portfolio with Investments from Separate Accounts.

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

Postby henrikk » Wed Aug 17, 2016 5:32 am

My retirement account consists of 403B, SEP's, Roth's, etc. Each of these types of accounts is listed as a separate portfolio/account in my Fund Manager. I'd like to create a portfolio that links my investments from all my different retirement accounts into a single account so that I can see my retirement investments in one view (since I treat my 'retirement' as one portfolio from an asset allocation point of view).

I know I can link entire portfolios, but can I link/combine/view investments in one portfolio?

- Henrik
henrikk
 
Posts: 23
Joined: Sun Mar 07, 2010 7:10 am

Postby Mark » Wed Aug 17, 2016 8:55 am

Hi Henrik,

Just group these account level sub-portfolios into another sub-portfolio, like this:
Code: Select all
- Master
  - Regular Accounts
    - Acct 1
  - Retirement Accounts
    - 403B
    - SEP
    - Roth


You can then report at the "Retirement Accounts" level, and you can either sub-total by sub-portfolio or not. If you just want a listing of all investments, turn off sub-totals. You might find this tutorial on sub-portfolios helpful:

https://youtu.be/p-yjqwyGHtM
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby henrikk » Thu Aug 18, 2016 12:08 pm

OK, I will give this a try.

- Henrk
henrikk
 
Posts: 23
Joined: Sun Mar 07, 2010 7:10 am


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