Re: 1 Investment, Multiple accounts

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In Reply to: 1 Investment, Multiple accounts posted by Bob Doak on March 17, 1999 at 17:07:25:

: I have several investments in 2 ira accounts and 1 investment account. I realize you can set up for example, MSFT1, MSFT2 and MSFT3.

: Is is possible to show a consolidated total for all three accounts.

: Thanks,

: Bob Doak

Bob - I have a similar situation, if I understand ur question:

My wife has a 401k account in mutual fund XXXX.
I have a taxable account in the same fund.

What I did was create 2 investments and named the 401k account XXXXtd.dat
(the td stands for "tax deferred"). The taxable account I named
XXXX.dat. Therefore, 2 separate investments are created. I then
created a portfolio named "XXXXfund.mm4 and added the 2 investments
to the portfolio. I then use the "Reports" to see whatever info I want
to see.
Of course you can name the investments whatever is convient for you.

Hope this helps.

RGH

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