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
Usage Tip: When you create the 2nd new investment, choose the symbol
from the drop-down box in the "New Investment" dialog, and all the properties
of that security will auto-fill into that dialog.
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