Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Delete Portfolio

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

Postby Glenn Hall » Wed Jul 31, 2019 8:51 pm

How can I completely delete a portfolio along with all items contained in that portfolio?
Glenn Hall
 
Posts: 11
Joined: Sun Feb 10, 2008 10:59 am

Postby Mark » Thu Aug 01, 2019 8:15 am

Hi Glenn Hall,

Are you asking about a sub-portfolio or a whole *.mm4 portfolio file?

Sub-Portfolio:
Use the Portfolio Editor, and right mouse click and "Close" the sub-portfolio you want removed. This will also close any investments located in that sub-portfolio.

*.mm4 Portfolio File:
Use "File / Close Portfolio". Closing a portfolio file closes all investments as well.

This does not "delete" the files from your hard drive, it only closes them out of Fund Manager. They could be re-opened again if you wanted. If you really want them deleted off your hard drive, you must go do that outside of Fund Manager with File Explorer (or something similar) in Windows.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9649
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aldenxi » Sun May 03, 2020 10:01 am

Understand above, but how do you remove the entry from list that appears when you press 'File'?
aldenxi
 
Posts: 11
Joined: Fri Mar 14, 2014 2:18 pm

Postby Mark » Sun May 03, 2020 10:38 am

Hi aldenxi,

The list of portfolio files (*.mm4) listed at the bottom of the File menu are your most recently opened portfolio files. You can't easily remove any that you aren't planning to use. You can simply ignore them. You could also remove this listing by using "Options / General Preferences... / Menu" and setting "Portfolios in File Menu" to 0.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 9649
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aldenxi » Sun May 03, 2020 11:39 am

So be it, thanks Mark.
aldenxi
 
Posts: 11
Joined: Fri Mar 14, 2014 2:18 pm


Return to General

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2021 Beiley Software, Inc. All rights reserved.