I setup my FM to have one portfolio with multiple sub-portfolios.
Is there a way to move some of the sub portfolios as-is into a new portfolio so I can keep them separate?
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Move Sub Portfolios
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Hi oyz79,
You can copy/paste sub-portfolios across portfolio files (*.mm4). But, why would you want to do this? Generally it is best to keep everything in one portfolio file (*.mm4). If you want to report/graph on only one sub-portfolio you can do that. There is usually no need to put it in a separate portfolio file.
Hi -
I have 2 types of portfolios I work with -hypothetical test portfolios (multiple sub portfolios) and actual invested portfolios (multiple sub portfolios). I want to separate these so I can get a complete snapshot of the actual invested portfolios. Does that make sense? What's the best way to do that?
Hi oyz79,
Yes, that makes sense, but use another level of sub-portfolio to separate these, instead of portfolio files. For example:
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