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Dilema - How to track Broker and Systems Info

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Posted by George R on December 30, 2004 at 06:57:14:

Hi Mark,

I think Ive brouched the subject with you previuosly in an email to you.

I have set up 2 subportfolios representing trades for two different Brokers.

That was OK while I had only the one trading strategy, Long trending stocks.
However I now want to try buying for Dividends. One broker will have long trend trades only , whilsts the other broker account ( and FM7 subportfolio) will have details of trades for the two different strategies.

is it possible to use an Invetsment ID to be able to chart and report all investments from the two brokers (and two subportfolios) for trading startegy 1 and 2 seperately ?

I keep seperate dat files for each subportfolio even if it is for a common share.

This has me a little perplexed as to how to go about - it seems like mutially exclusive goals ?

Cheers
George




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