Multiple Investment Portfolios

Himanshu Goel's Avatar

Himanshu Goel

03 Sep, 2009 11:44 PM


I like to organize my stocks under various portfolios like IT, Energy, Telecom etc. But all the stocks are traded under from the same bank account.

To achieve this in Moneydance do I need to create multiple investment accounts, one each for each portfolio or is there a way to organize stocks under different portfolios under the same investment account.

Thanks in advance.

Himanshu Goel

  1. 1 Posted by Ben Spencer on 11 Sep, 2009 09:19 PM

    Ben Spencer's Avatar

    Hi Himanshu

    Currently Moneydance does not allow an additional level of organization within an investment account such as the one you describe. You are correct in that the only way to achieve the result you are looking for is to create an independent investment account.

    I am sorry if this does not meet your needs.


    Ben Spencer

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 06:52 PM.

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