by johnreid » Sun Mar 02, 2008 7:07 pm
The structure of the portfolio is that I have a Master called Reid Family.
Under that, I have one for each of my three children, one for me and one for my wife. It is often convenient for me to look at the combined portfolios of my three children only; or, for my wife and myself; or for two of the children only.
That I cannot seem to do under the structure I described. If I cannot do it, is there a way I can restructure the Master portfolio to permit me to look at these sub-portfolios in the way I have described?
Thanks,
Johnreid