Maxim Money forum

Posted: **Mon 15 Dec, 2025 5:30 pm**

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Your Help Documentation mentions Portfolio Window!

How do I find this in my application? All I have showing in my app is File, Main, Static Data, Accounts, no Portfolio!

Posted: **Mon 15 Dec, 2025 7:29 pm**

If you right-click on the Accounts list, you can Add Portfolio instead of just a new account. When you open the portfolio you can then add investments to that portfolio.

NB, this is a Pro feature, so not available in Basic or Plus editions.

Maxim Money forum

Portfolio Window!

Portfolio Window!

Re: Portfolio Window!