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PROTFOLIO EDITOR VIEWS

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

Postby Arrow » Sun Oct 23, 2022 3:53 am

I already learnt that I can save and use different Portfolio editor views templates with different columns according to my needs.
What I find is that when I apply e.g. my Bond porfolio view template to my Bond Subportfolio and then switch and look at my subportfolio indices or othes I have to change the view template each time because, if I'm not wrong, FM applies the same view template to all other subporfolios.
Is there a way to fix a subportfolio view template for each subportfolio?
Thanks for your answer
Arrow
 
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Postby Mark » Sun Oct 23, 2022 10:22 am

Hi Arrow,

Sorry, no. The templates are not memorized on a per-subportfolio basis. Once you set a Portfolio Editor template, it stays with those settings until you change it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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