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missing portfolio

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  • Jonny Yadav
    Dear Paresh,

    You can click on "Open Portfolio" or "Open Group" to view the portfolios or group.

    If you want to link all portfolios to an existing group, You need to edit the group portfolio and link the other two individual portfolios.

    Follow the steps:
    1. First close the Group portfolio.

    2. Click on "Edit Master" from top menu. Click on Edit Master > Edit Group List.

    3. Select the group Name.Click on "Edit" button. It will open the editing window.

    4. Now check mark the other 2 member shown in the below list and click on "Save" button.

    5. Now, close the selection and click on "Open Group" on top menu.

    6. Select the portfolio and click on "Open" button.
    Now, you be able to view all portfolios combined together.

    Leave a comment:

  • Paresh
    started a topic missing portfolio

    missing portfolio

    I purchased mprofit investor. Out of the three family groups, i am able to see only one group which has one porfolio. how to see the others