Hello. I recently purchased the software and am sill fine-tuning it (setting it up?) for my needs.
A brokerage account holds various securities that are pursuing different strategies (e.g. 36 securities collectively have one objective and the other 24 collectively have another) What are my options to set up the portfolio structure or the reporting structure to understand the value and performance of the groups. (e.g. the aggregate performance of the 36 is___, and the performance of the individual components is___). I have considered moving the securities into sub-accounts within the brokerage account but would that cause duplication of transactions since the account login information appears to be at the sub-account level, Below is my current account/portfolio layout.
Master Portfolio
IRA
IRA Brokerage
IRA Mutual Funds
Non Retirement
Brokerage
Mutual Funds
I appreciate the help and thanks for a great product.
Jason