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Re: Merging Portfolios

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Posted by Mark on August 24, 2003 at 21:04:00:

In Reply to: Merging Portfolios posted by Gary Wilson on August 24, 2003 at 20:36:15:

: As I understand it if the same stock is owned in multiple portfolios it is unable to be merged as one item in the "all" portfolio. This might result in the same stock commanding several lines in the "all" portfolio. This seems a common "bugbear" with a number of users.

: 1. Has anyone found a work around solution?

: 2. Is this issue likely to be covered in upgraded versions?

Hi Gary,

You can track the same stock from multiple portfolios, and have them all
also in a single "all" portfolio. They just each need to have separate
filenames, or be stored in different directories. If you owned IBM
from 2 brokerages, save the investments as IBM1.dat and IBM2.dat, or put
them each in their own directory, and then you could call them both IBM.dat.

When you put both IBM1.dat and IBM2.dat into the "all" portfolio, they
will each show up on their own line in reports. Are you asking to have
all the IBM's from different brokerages merged into a single line in a
report?

Currently, the only time these 2 different investments get counted
together is in the "Pie Chart / Symbol" and "Stacked Value / Symbol"
graphs.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP


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