Subportfolios
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Posted by David J Goldberg on October 17, 2005 at 09:06:20:
Hi Mark, thanks for your EMail response
Have all my accounts and funds on a single Master Portfolio, that includes my wife's IRA as well my different accounts and works well.
Since I use different strategies and timing systems here is what I will like to have.
Break the Master Portfolio into several sub-portfolios such as
System A
System B
System C
Each system will have a different set of securities/investments allocations according with a specific strategy, but some will be present on each one with different %.
At any given time I like to have a view of All investments as in Master Portfolio using all the Graphs/Reports.
Also like to then go into each System and have an overview of the total investments and use the graphs/reports for that particular subportfolio.
Is this possible? or should just set an individual separated portfolio for each System?
thank you very much
David
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