I'm hoping to create a zero value Portfolio with the primary intent to monitor a select group of stocks and create alerts. I envision once these alerts are created I'll be able to monitor the graph of these selected stocks.
Currently, I have a master portfolio with an All Accounts Sub Portfolio with individual accounts and investment within
Master\All Accounts\ABC Institution\Investment A
Do I create a sub portfolio under Master or All Accounts?
Can I copy individual investments into the Watch Portfolio? Zero Value?
OR is there a better way to create a graph display with a select group of investments? A selected group of investments spread over multiple portfolios?