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USD, EUR and GBP Cash accounts

Comments, critical feedback, praise, or suggestions for new features.

Postby Nipse » Wed Apr 13, 2011 1:58 am

In my portfolio I trade shares in different currencies. When I trade equities I would like to decide from which cash accounts the trade should be done. I do not think it is a feature now. Today I have to change the default cash account before I make the trade.

Best regards
Bjarne
Nipse
 
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Postby Mark » Wed Apr 13, 2011 9:52 am

Hi Bjarne,

I believe a common solution to this issue is to create a sub-portfolio for each currency you trade in. You can do something like this:

Code: Select all
- Master
   - Account 1
     - USD
     - EUR
     - GBP


and then you can assign different default cash accounts in each of the currency sub-portfolios.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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