About Portfolios


A Fund Manager portfolio is a collection of investments, sub-portfolios, and all of your preferences, such as window positions, colors, fonts, displayed reports, etc...  A portfolio is saved to a file with the extension of *.mm4.  A portfolio can be thought of as your complete workspace.


A portfolio can have an unlimited number of sub-portfolios.  Sub-portfolios can be hierarchical, with no limit to the depth of the hierarchy.


Sub-portfolios include investments.  When you open a portfolio, the included investment files are opened as well.


Advanced:  Portfolios store their included investments with a  "relative" path and filename.  The stored path and filename are relative to the location of the portfolio's *.mm4 file.  This makes it convenient to move the location of your investment and portfolio files, without having to update your portfolio.  For example, if a portfolio at C:\Data\MyPort.mm4 contains an investment C:\Data\BrokerA\IBM.dat the location of this investment would be stored in the portfolio file as .\BrokerA\IBM.dat.  This way, if you need to move all your data to a different folder, as long as you keep all the files in the same relative location, everything will be transferred seamlessly.  See Common Portfolio Problems for more discussion on this.

See Also

Creating Portfolios

Opening Portfolios

Saving Portfolios

About Investments


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