Managing Grouped Portfolios
Grouped portfolios are a powerful way to organize and manage your various investment accounts. They can be used any time you want to see the combination of 2 or more individual portfolios.
Create a Grouped Portfolio
Use the menu, Portfolio -> New Portfolio Group...
In the “Portfolio Group Properties” window, in the General tab, add a Name and optionally a description.
In the Group tab, you can change the currency and benchmark symbol used by this group.
Click “OK” to create the new group.
Locate the new group in the folders view on the left-hand side of the StockMarketEye window.
You can now start using your group by moving portfolios and other groups into it.
Managing Your Portfolio Groups
You can drag-and-drop groups and portfolios in the Folders view to arrange them to your needs. Only the top “Portfolios” item can not be moved or deleted.
Delete A Portfolio Group
You can only delete a portfolio group if it does not contain any portfolios or other groups.
Select the empty portfolio group.
Right-click (or ctrl-click on Mac) on the empty group to access the context menu, then select “Delete...”.
Confirm that you want to delete the group.
The group has been removed.