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Re: how to combine 10 individual portfolios

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Posted by Mark on August 24, 2002 at 09:28:37:

In Reply to: how to combine 10 individual portfolios posted by XYZ on August 23, 2002 at 07:11:45:

: I have 10 portfolios of individual family members. Now I wish to combine those into one portfolio.

: I can't seem to do this using the export in quicken format, and then import. while both export and import happen, the symbols are not imported properly.

: Do please advise.

: Thanks a lot.

: Shailendra

Hi Shailendra,

You don't need to export/import to create this master portfolio. You can
just use "File/Open Investments..." to select all the investments that are
already in the other 10 portfolios. Then, just use "File/Save Portfolio As".
Investments can belong in multiple portfolios. Portfolios are just
groups of investments.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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