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Applying Goals to Multiple Securities in a Sub-Portfolio

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

Postby B2B_Investing » Sun Jun 11, 2017 11:42 am

Hi Mark,

I have a sub-portfolio that has a fair amount of turn-over. This basket of investments has multiple goals. Is there a way to select multiple securities (or the sub-portfolio folder) and update the goal for all of the securities at once? I know I could edit them one at a time but that would be cumbersome.

Thanks again for a great product.

Jason
Last edited by B2B_Investing on Tue Jun 13, 2017 2:07 am, edited 1 time in total.
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Postby Mark » Mon Jun 12, 2017 9:00 am

Hi Jason,

Sorry, no, that isn't an option. Maybe something we could consider for an update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
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