Re: Dilema - How to track Broker and Systems Info

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In Reply to: Dilema - How to track Broker and Systems Info posted by George R on December 30, 2004 at 06:57:14:

: Hi Mark,

: I think Ive brouched the subject with you previuosly in an email to you.

: I have set up 2 subportfolios representing trades for two different Brokers.

: That was OK while I had only the one trading strategy, Long trending stocks.
: However I now want to try buying for Dividends. One broker will have long trend trades only , whilsts the other broker account ( and FM7 subportfolio) will have details of trades for the two different strategies.

: is it possible to use an Invetsment ID to be able to chart and report all investments from the two brokers (and two subportfolios) for trading startegy 1 and 2 seperately ?

: I keep seperate dat files for each subportfolio even if it is for a common share.

: This has me a little perplexed as to how to go about - it seems like mutially exclusive goals ?

: Cheers
: George

Hi George,

How about creating another layer of sub-portfolios below your one broker
that has the 2 trading strategies? It would look something like this:

Master
-BrokerA
-BrokerB
--BrokerB_Strategy1
--BrokerB_Strategy2

That way you can create reports/graphs for the strategy level sub-portfolios.

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

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