Re: sub portfolio reports and opening sub-portfolios

[ Message Board ] [ Archives ] [ Search ]

Posted by Mark on May 08, 2006 at 14:16:50:

In Reply to: sub portfolio reports and opening sub-portfolios posted by Ronald White on May 08, 2006 at 10:52:51:

: Is there a way to open sub-portfolios?
: I am just getting started using FM for my investments. Here is what I have done so far. First I entered all my investments from each on my online brokerage accounts (2) into portfolios. Then I started another portfolio for my mutual funds ( about 15). Then I decided to develope an investment heirarcy with an "everything" portfolio then I made the heirarcy by creating sub-portfolios. I then opened all investments and drug the individual investments into their appropriate sub-portfolio. saved all that. Now I don't see a way to look at these sub-portfolios indivdually. I still have my orginal portfolios that have their investments so I can look at each account but I was wondering if there was a way to work with these accounts as a sub-portfolio without opening the "everything" portfolio?

: Ron White

Hi Ron,

Sub-portfolios are stored as part of your portfolio file (*.mm4). You can't open just a single sub-portfolio alone, but you could create another portfolio file, and copy/paste the contents of just that one sub-portfolio. Usually this is not necessary, and you would just have one portfolio file with all your sub-portfolios. You can graph and report at any level of the sub-portfolio hierarchy, so it isn't usually necessary to open just the one sub-portfolio by itself. Is there something in particular you're not able to do with just that one sub-portfolio?

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: sub portfolio reports and opening sub-portfolios Ronald White 17:49:14 05/08/06 (1)
  • Re: sub portfolio reports and opening sub-portfolios Ronald White 18:09:21 05/08/06 (0)