Portfolio manager - Microsoft Money

This is a discussion on Portfolio manager - Microsoft Money ; can i set up sub account within account so as to segregate asset classes? also how do i open two accounts at the same time without selecting "all"...

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Portfolio manager

  1. Default Portfolio manager

    can i set up sub account within account so as to segregate asset classes?
    also how do i open two accounts at the same time without selecting "all"

  2. Default Re: Portfolio manager

    In microsoft.public.money, Frageo wrote:

    >can i set up sub account within account so as to segregate asset classes?


    In Microsoft Money Portfolio views, you can GroupBy:InvestmentType.

    If that is not what you want to do, it is probable that you cannot
    do what you want to do.

    >also how do i open two accounts at the same time without selecting "all"


    In Microsoft Money Portfolio views, you can
    ChangePortfolioView->CustomizeCurrentView->Accounts to choose which
    accounts are shown.

    You could also customize reports to select which accounts are
    included in the report.

    If that is not what you want to do, it is probable that you cannot
    do what you want to do.

    You can also SaveAs to save a particular portfolio configuration
    under a name you select. Then you can use the SelectView list to
    select that view.


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