One Portfolio Overview for all Investment accounts

Peter L's Avatar

Peter L

10 Apr, 2009 09:21 AM

On MD homepage we have a summary of our investment accounts where each account is collapsable and shows its own holdings and value.

So far very effecient and it gives us a rough overview of your investments.

If we want a closer look about what happens we doubleclick on an account and get its Portfolio view with more details.

Now this portfolio view is only available for a single account.

I think a common portfolio view for all investment accounts with selectable columns for different info (cost, price, gain, value, etc.), this would make Moneydance even more attractive.

Peter

  1. 1 Posted by Ben Spencer on 10 Apr, 2009 02:08 PM

    Ben Spencer's Avatar

    Hi Peter

    I have marked the topic of a multiple account portfolio view as a feature suggestion and will pass it on to our developer.

    In the mean time the graphs and reports section of the program has reports called "Cost Basis" and "Capital Gains". These reports can be run on multiple investment accounts simultaneously to provide an overview of your complete portfolio.

    Also if you hold down Ctrl and single click on the investment account name from the home page the portfolio view is opened in a new window. You can open as many portfolio views in new windows as you need. This allows you to look at multiple portfolios at the same time.

    Thank your for your suggestion. If you have any further questions we are here to help.

    Sincerely Ben Spencer

  2. Ben Spencer closed this discussion on 10 Apr, 2009 02:08 PM.

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