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I'm REALLY getting picky, I know but ...

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Postby wizard348 » Sat Oct 24, 2009 9:41 pm

I would like to be able to combine two or more portfolio's and then save the combined portfolio's as a completely new portfolio.
wizard348
 
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Joined: Fri Jul 25, 2008 10:39 am
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Postby Mark » Sun Oct 25, 2009 11:24 am

Hi wizard348,

You can do this. Use the Portfolio Editor. We have a tutorial that walks through doing exactly this. See:

http://www.fundmanagersoftware.com/tuto ... video.html
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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