I own shares in the same security in different accounts.  How do I track this?

To track the same investment with different transaction histories, create a new investment file (select "File/New Investment...") for each account holding the same fund or stock. This will allow you to record different transactions for each account.  Each investment will have the same ticker symbol, but you will assign them unique filenames.  For example, you can track two accounts holding IBM by creating 2 investments, both could be named IBM.  Both investments would have the ticker symbol IBM, but then the filenames would be IBM1.dat and IBM2.dat.

Return to the FAQ.