[moneydance] No subaccounts for investment accounts?

[Anthony Bayer]

On my setup, as mentioned in my previous mail, I have my investments  
grouped by country/currency.

Instead of currency, you could use your newsletter titles.

Within each newsletter, set up the securities.

When that is all done, you will get, on the home page, a total for  
each newsletter, with a summary of securities underneath.

At the bottom of the investment panel, you will get your total value  
in your home currency.

That is how mine has worked out.

A


On 2007 Jul 10, at 00:52, Gordon Alley wrote:

> These are actually securities that I own, not that I'm just  
> monitoring.
> There are about 70 of them right now, 50 associated with one  
> investment
> newsletter, and 20 with the other.
>
> I would just like to keep track of them in two separate portfolios,  
> but
> under a parent account that would show the total value for both  
> portfolios.
> They are all held in the same brokerage account.
>
> -Gordon
>
> On 7/9/07, Anthony Bayer <bogor at mac.com> wrote:
>>
>> Well, I track my iinvestments based on their currencies and maybe you
>> could do the same.
>>
>> Create a portfolio called Tracking Account - that would be a new
>> Investment type account.
>>
>> Within this portfolio, set up each individual security that you want
>> to track and my guess is it will work.
>>
>> In order to actually track the share you may have to buy one share.
>> If you are currently tracking your net worth, you may have to put in
>> a counterbalancing transaction to "zero out" that portfolio account.
>>
>> T
>>
>>
>> On 2007 Jul 09, at 12:17, Gordon Alley wrote:
>>
>>> It appears that I can't create subaccounts for investment accounts.
>>> Is that
>>> correct?
>>>
>>> I use a couple of different investment newsletters to pick
>>> securities, and
>>> I'd like to track them separately, even though they are all
>>> invested using
>>> the same brokerage company.
>>>
>>> I realize I can created completely separate accounts at the Root
>>> level, but
>>> it would be helpful to group them under the same parent account.
>>>
>>> Am I missing something?
>>>
>>> Thanks.
>>
>
> -- 
> Gordon B. Alley
> http://www.gordonalley.com
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