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Simple Investment Accounts

adam's Avatar

adam

26 Sep, 2023 02:32 PM

Is it possible to create a simple investment account that only tracks my current holdings positions?

I have a reasonable quantity of transactions coming from my investment portfolio that is too difficult to summarise appropriately as I move to Moneydance from Quicken. I would love a simple way to just enter my current holdings.

  1. 1 Posted by Stuart Beesley ... on 26 Sep, 2023 02:50 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Just create a single buy txn per holding for the entire qty. use QuoteLoader to keep the prices up to date.

  2. System closed this discussion on 26 Dec, 2023 03:00 PM.

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