Portfolio Organization
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Posted by Jim
on April 13, 2005 at 10:43:27:
I recently upgraded to FM 7x and created a Master Portfolio and sub-portfolios using the process described here: http://www.fundmanagersoftware.com/tutor_ports.html
titled "How to convert existing portfolios into sub-portfolios of a new portfolio."
The organization appears fine, but for some reason, I am not able to generate any graphs or reports either of the top-level Master Portfolio or any of the sub-portfolios. The only screen accesible is the Portfolio Editor for the master Portfolio. Did I botch the master Portfolio build?
If I have assigned the Master Portfolio as the Active Portfolio, should I be able to view graphs for all funds in all portfolios? Note: in 6x, I built one "Total Portfolio" that included 20 funds, and when I opened this portfolio I could view graphs for all funds - I want to be able to do the same in 7x. Your help is appreciated.
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