Portfolio Strategy Notes

[AssetHound]

Is there some way to have general portfolio strategy notes? These are not associated with a particular investment, only general notes about portfolio actions to take in the future or given certain events. Thanks.

[Mark]

Hi AssetHound,

There is no feature for portfolio level notes, other than the 1 memo box in the Portfolio’s properties. I guess you could creat an empty investment to track these, or put them as notes in the default cash account. Just some ideas…