portfolio tracking

Octavio Méndez's Avatar

Octavio Méndez

12 Jan, 2018 02:13 PM

I'd like to migrate an account from Ace Money but I think it's not possible. Anyway even if I have to start from scratch, how can I get my investment portfolio (basically funds and shares) into Moneydance?. It seems I can create a current account but I don't know how to create my portfolio. Thanks in advance for your cooperation.

Best regards,

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