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Starting a new portfolio

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

Postby DrDave » Thu Jul 09, 2020 9:38 pm

I am doing a trial of the advisor version, and am manually entering my investments through the new portfolio wizard. If I don't finish entering all the investments at one session can I come back later on to finish entering the rest of the starting positions? If so, how?
Thank you.
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Postby Mark » Fri Jul 10, 2020 8:45 am

Hi DrDave,

Thanks for trying Fund Manager. Yes, you can. In this case, you could do a couple things:

1) Use "File / New Investment..." to continue adding investments to an existing sub-portfolio.

2) The "New Portfolio Wizard" is intended for new sub-portfolios, but you could use it again, and create a 2nd sub-portfolio with the investments you didn't add before. You would then need to use the Portfolio Editor window to drag/drop from the 2nd sub-portfolio back into your desired original sub-portfolio. We have a tutorial on the Portfolio Editor.
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