Connect to Network Portfolio

Screenshot of the Network Portfolio connection window.

When you click File > Connect to Network Portfolio, you are presented with this window.

Host - Moneylender needs to know how to find the computer that’s hosting the data. Enter one of these options:

Port – the port number for the portfolio. This is configured in the Portfolio Settings - Network Settings tab on the host computer. The default port for a Moneylender portfolio is 18015.

Click Connect and Moneylender will attempt to connect to the remote computer using the host and port specified. If successful, you’ll be prompted to login.