I have created a sub portfolio for entering option sales and buys.
I would like to use the same default cash account as in my Master portfolio where all assets (shares, funds etc) are entered.......is this possible?
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Default Cash Account for sub portfolio
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Hi danelaw,
Yes, it is. Open up the Properties... dialog for your new sub-portfolio, and next to the option to select your default cash account, choose the "Show All" option. The drop-down list of investments to choose a default cash account from will now include all open investments from all sub-portfolios, instead of just investments in this sub-portfolio.
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