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Moving Sub-Portfolio

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

Postby Vandring » Wed Jul 15, 2020 12:46 am

How do I move a sub-portfolio to a new higher-level portfolio?
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Postby aviator » Wed Jul 15, 2020 5:53 am

Drag and drop?
aviator
 
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Postby Mark » Wed Jul 15, 2020 8:44 am

aviator wrote:Drag and drop?


Yes, this is correct. Select the parent of what you want to move on the left, so you see the item to move on the right side list. Drag the item from the right onto the sub-portfolio on the left where you would like it located. For much more on this, see our Sub-Portfolio Tutorial.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Vandring » Wed Jul 15, 2020 10:17 am

OK. Got it. I was trying to drag and drop from within the left-most window.
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