how can I display portfolio pie chart of all my investment sources?

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18 Mar, 2015 10:25 PM


I have mutual funds in two places: Fidelity, and Vanguard, and so they show on the left hand side under my investments. When I click on Fidelity investments and select the portfolio view I can see the funds I hold there in the pie chart, which is great. Now I would also like to see my funds in Vanguard, and Fidelity JOINTLY, as it is important, for example, to assess the percentage of bond funds in all investments, not just separately per investment. How can I do it?

Thanks a lot,

I' using 2015.3 Moneydance build 1175

  1. 1 Posted by Scott Meehan on 18 Mar, 2015 10:47 PM

    Scott Meehan's Avatar

    Hi Jan,

    Unfortunately it's not possible to get a pie graph of the two accounts combined.

    I'm sorry for the inconvenience! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 18 Mar, 2015 10:47 PM.

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