Multiple Investment Portfolios
Hi,
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.
Regards,
Himanshu Goel
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Ben Spencer on 11 Sep, 2009 09:19 PM
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.
Sincerely
Ben Spencer
Angie Rauscher closed this discussion on 24 Jul, 2011 06:52 PM.