Portfolio Editor

[dreherd]

With FM 9.3 is there any way with individual investments to not have the Portfolio Editor option appear as the top part of a split screen? I would just like to have the investment with the graph of choice without the portfolio editor on the screen. Thanks for helping!

[Mark]

Hi dreherd,

Yes. You can either close the Portfolio Editor window, or simply maximize the graph window, covering the Portfolio Editor. To close the Portfolio Editor, just click the 'x' close button in the upper right corner of the Portfolio Editor window (not the main Fund Manager window). To maximize the Graph window, press the maximize button on this window. This is the small button to the left of the 'x' close button.

[dreherd]

Hi Mark,

I guess what I meant was: is there an option to turn off the Portfolio Editor for all the separate investments all of the time. What you are describing is an individual investment thing, and one would have to keep doing it over and over again. Thanks for helping,

dreherd

[Mark]

Hi dreherd,

Maybe we're not talking about the same thing... The Portfolio Editor is a window, that shows all of your sub-portfolios on the left, and then contents of whatever you have selected on the left is shown on the right. This is just a window, and can be closed. It is not something specific to each investment. For example, take a look at the screen shots here:

http://www.fundmanagersoftware.com/demo.html

The first screen shot shows a Graph window, the Portfolio Editor window, and a report window. You can close the Portfolio Editor window, or maximize the graph window, to cover your whole FM workspace. In the second sample screen shot at the above URL, the graph window is maximized, so you don't see the Portfolio Editor.

If you aren't talking about this Portfolio Editor window, please try to explain what it is you want turned off.

[dreherd]

Hi Mark,

I am talking about the Portfolio Editor that is part of each individual investment. When I open an individual investment, say Central Fund of Canada, I see two windows - the Portfolio Editor on the top and my graph on the bottom. Yes, I can close either one. But by default both come up when I click on any individual investment.

My question would be, is there a way to make the DEFAULT view of Central Fund of Canada (or any other individual investment) just be the graph, rather than both the Portfolio Editor and the graph. Yes, I could close the Portfolio Editor each time I load an investment, but I was thinking of the possibility of it being always and automatically closed.

Sorry if this was not clear, and thanks for helping. Fund Manager is my favorite application. I spend an awful lot of time with it.

dreherd

[Mark]

Hi dreherd,

I think you may be using Fund Manager in a way I wasn't expecting. The Portfolio Editor isn't part of an investment. It is just a window, that shows all of your open investments/sub-portfolios. The placement of all your windows is memorized in your portfolio (*.mm4). It sounds like you are not using a portfolio file, so you are just getting the default window placement. The default window placement when going from no open investments to having your first open investment is the Portfolio Editor on top, and a graph window on the bottom. This initial default cannot be changed, but you can set your windows how you prefer, and then save to a portfolio file. Then, open this portfolio file, and your windows and all investments will be opened just how they were the last time you saved the portfolio file.

If this doesn't clarify things, please explain what menu commands you're using, and when you see the Portfolio Editor window come up.

[dreherd]

Hi Mark,

Long time user here. I started Fund Manager back in I am guessing about 1996 with Windows 3.1 and importing data from CompuServe? Remember those ancient days?

So anyway, I set up my husband's and my investments and constructed several portfolios manually, laying one investment over another, naming and saving them. I have carried those investments and portfolios through several computers and Fund Manager upgrades, just saving the files to a floppy or flash drive, and they have always installed very well. Of course investments have been bought and sold during that time, and the contents of the portfolios have thus changed as well, but I have been doing the portfolio changing through the portfolio options which you have always given us.

If your Portfolio Editor is better than what I have been doing, I should perhaps give it a try, but for my purposes, what I am doing has always been fine. I don't really need to remove the Portfolio Editor from the start page of each individual investment, but I just thought it would be interesting to see if I could.

Anyway, your program is wonderful, and this is not a complaint.

Happy Halloween!

dreherd

[Mark]

Hi dreherd,

Thank you for your long time support, it is appreciated. You are of course free to continue managing your portfolios however you like, but you might want to look into using the new sub-portfolio options. This allows you to only have a single portfolio file, and then all of your accounts are in sub-portfolios. This way, everything is open and available, and you can organize sub-portfolios so you can see your holdings broken down by sub-portfolio, or grouped together. You can have as many sub-portfolios as you want, with as much hierarchy as you like. For some ideas of how this can look, please take a look at this tutorial:

http://www.fundmanagersoftware.com/tutor_ports.html

[dreherd]

Hi Mark,

I bookmarked your link to using the portfolio editor, and will study it carefully before I make any changes. This construct I made with your program would be hard to duplicate if I mess up. Thanks again for your help and your great program.

dreherd