Re: Consolidating Portfolios

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In Reply to: Re: Consolidating Portfolios posted by Mark on September 27, 1999 at 00:12:06:

Sorry I do not understand. I have stocks owned by various family members so for tax reasons need detail by ownership, ... but at same time these are managed as a whole. When I set up as accounts for various family members, then create a portfolio that contains everything I have 4/5 lines representing each account when I would prefer to have just one line which is the sum of all stock under that name but owned by various family members.

Thanks for your patience.

Gary Wilson

: : Hi,

: : Can I consolidate several portfolios which own the same securities? So rather than having say four Intel lines this would be amalgamated into one amount/line.

: : Many thanks for your help

:
: Hi Gary,
: Are these 4 Intel accounts the same account, or do you need to track
: their investments separately. If they're the same, you would just have
: one investment. An investment can belong to any number of portfolios.
: You can combine portfolios, just by adding the investments from each portfolio
: to a new portfolio, or one of the existing ones. The reports will
: still have one line/investment.

: Thanks,
: Mark
: --
: Mark Beiley
:
: Fund Manager for Windows 3.1x/95/98/NT
:
:

Replies:

• Re: Consolidating Portfolios Mark 18:36:34 9/27/99 (0)