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Old 04-16-2007, 10:14 PM
Cal Learner-- MVP
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Default Re: Portfolio manager

In microsoft.public.money, Frageo wrote:

- quote -

> 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.

- quote -

> 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.

  #-1  
Old 04-16-2007, 09:26 PM
Frageo
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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"
 

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manager, portfolio
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