Re: how to combine 10 individual portfolios

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In Reply to: Re: how to combine 10 individual portfolios posted by Mark on August 24, 2002 at 09:28:37:

Mark

Thanks a lot for your mail. Actually, the situation is that in all 10 individual portfolios, there are overlapping stock. and in the combined portfolio, if i were to simply include different stock files, then i would not get a true picture of which stock contributes what percentage etc.

So i do need to do something along the lines of export all portfolios and import.

Thanks again. I hope to get around to being able to use the software.

Shailendra

: : 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.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: /XP
:

Replies:

• Re: how to combine 10 individual portfolios Mark 08:40:58 08/27/02 (0)