Create Investment from Portfolio Dialog


This dialog is available from the File / File Operations / Create Investment from Portfolio... menu command in the Professional and Advisor versions of Fund Manager.


This command updates the closing prices of any selected investment with the market values of the specified sub-portfolio.  This can be useful to create custom or blended benchmark investments.  This benchmark investment can then be used anywhere you use an investment.


The prices will be updated for every weekday where the sub-portfolio has a non-zero market value.

See Also

Executive Summary Indices Dialog

Benchmark Dialog

Overlaid Investments Dialog

Create Investment from Investments Dialog

Create Blended Investment Dialog


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