Support Forums (Q&A)
MProfit Support
MProfit Support October 22, 2011 • Advisor Questions
Once you install MProfit Advisor, it's very easy:
1. Goto Manage -> Manage Family List -> Add New Family, then enter in the details
2. Select the newly created Family and then select Manage -> Migrate From Old Version
3. Select the directory of where your MProfit Investor data is located, this will copy all of your portfolio data from that directory into the family
4. If you want to move some of the portfolios to other families you can easily drag and drop a portfolio. With the portfolio open, look to the right of the long portfolio name and you will see an arrow, click and drag the name to the family you want to move the portfolio to.