Re: Consolidating Portfolios

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In Reply to: Consolidating Portfolios posted by Gary Wilson on September 24, 1999 at 23:32:21:

: Hi,

: Can I consolidate several portfolios which own the same securities? So rather than having say four Intel lines this would be amalgamated into one amount/line.

: Many thanks for your help

Hi Gary,
Are these 4 Intel accounts the same account, or do you need to track
their investments separately. If they're the same, you would just have
one investment. An investment can belong to any number of portfolios.
You can combine portfolios, just by adding the investments from each portfolio
to a new portfolio, or one of the existing ones. The reports will
still have one line/investment.

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Re: Consolidating Portfolios Gary Wilson 11:43:07 9/27/99 (1)
  • Re: Consolidating Portfolios Mark 18:36:34 9/27/99 (0)