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Re: Multiple portfolios in a single report

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Posted by George B. on September 14, 2000 at 09:40:02:

In Reply to: Re: Multiple portfolios in a single report posted by Mark on September 13, 2000 at 08:38:22:

: : Mark - Are there any future plans to allow a portfolio report to be generated for multiple portfolios? Thanks - Mike F.

: Hi Mike,
: This is something we would like to be able to add. I was thinking along
: the lines of creating "sub-portfolios", so you could have one master portfolio
: and then it could contain sub-portfolios.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager for Windows 3.1x/95/98/NT

Since it so easy to create portfolios what I did is create the portfolios I want then create another portfolio to include everything that is in the other portfolios as a master portfolio. Example: Portfolio A contains funds 1,4,5,6,&9; portfolio B contains funds 2,3,7,8,&10. Porfolio AB contains all funds 1 thru 10. It is a good work around and does not take a lot of time. Run a report on Portfolio AB and you have both portfolios on one report.

Just my $.02.

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