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

  1. Use the menu, Portfolio -> New Portfolio Group...

    Use the menu Portfolio -> New Portfolio Group
  2. 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.

    Set the properties for a new portfolio group.

    Click “OK” to create the new group.

  3. Locate the new group in the folders view on the left-hand side of the StockMarketEye window.

    The new group is in the folders view.
  4. 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.

Animated example of managing portfolio groups.

Delete A Portfolio Group

You can only delete a portfolio group if it does not contain any portfolios or other groups.

  1. Select the empty portfolio group.

    Select the empty portfolio group.
  2. Right-click (or ctrl-click on Mac) on the empty group to access the context menu, then select “Delete...”.

    Select Delete from the context menu.
  3. Confirm that you want to delete the group.

    Confirm the deletion.
  4. The group has been removed.

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