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Subportfolio Columns

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

Postby billroot » Thu Apr 08, 2021 8:15 am

How do I set up unique columns of data for each sub-portfolio. Right now it seems that I can only use on set of columns for all subportfolios. Thanks
billroot
 
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Joined: Sun Feb 21, 2016 9:26 am

Postby Mark » Fri Apr 09, 2021 6:35 am

Hi Billroot,

Are you looking in the Portfolio Editor? If so, the List columns are the same for whatever subportfolio you select. You might want to use memorized reports or templates for the Portfolio Editor. Right mouse click on the list header.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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