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Re: Setting up multiple books or asset categories within a portfolio

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Posted by Mark on February 20, 2001 at 16:43:33:

In Reply to: Setting up multiple books or asset categories within a portfolio posted by Lawrence on February 20, 2001 at 14:12:06:

: Hi, I am just setting up the application and I wanted to find out if the software will allow me to setup multiple books or categories of assets or product types within one portfolio. For example lets say I will setup 2 distinct portfolios and I want to set up a long equities book and a short equities book and a derivative(s) book under each of the portfolios. Is there an easy way of accomplishing this? Thank you for your assistance and support.

: Regards,

: Lawrence

Hi Lawrence,
You can do this in a couple of ways, it depends how you'd like to
organize your investments. You have the choice of using portfolios to
group your investments, and you have the capability to assign your investments
into categories. There are 25 "asset type" categories, and 25 "investment
goal" categories. You can really use these categories for anything you'd
like. You can adjust the names of these categories under "Options/Category
Labels...". You can adjust the allocation of each investment into these
categories under "Investment Properties...".
Also, investments can belong to multiple portfolios, so you could have
all your long equities in one portfolio, etc...

Mark Beiley

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

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