[moneydance] No subaccounts for investment accounts?

[Gordon Alley]

Actually, what I have is a SINGLE investment house (brokerage). But there
are several groups of securities there that I would like to manage
separately, so that each group can be accessed as a separate portfolio.
These would correspond to several advisory services I use to select
securities. By keeping them in separate portfolios, it would be easier to
evaluate the performance of these advisory services. I could then access the
parent account (for the brokerage) to see the total value of all these
portfolio subaccounts.

Thanks for your suggestions.

-Gordon

On 7/14/07, Anthony Bayer <bogor at mac.com> wrote:
>
> Maybe I can explain it another way.
>
> The original enquiry said that there were two investment houses
> through which you bought securities. Calling them House A and House
> B, Go to Account -> New Account, select Investment and then call it
> House A. Repeat this for House B.
>
> Open House A from the Home Page and add your first security from that
> investment house and enter its details. Repeat for all remaining
> securities.
>
> Repeat the above for House B.
>
> At the end of the process, the Home Page will give you two listings
> in the Investment Accounts - House A and House B. Beside each of
> these headings will be the total current value based on the most
> recent values you have entered.
>
> Listed beneath head of these Accounts will be a list of the
> securities you own and the number of shares in each. Opening each
> account will give you a list of the shares and a fuller analysis of
> each secutity.
>
> Hope this clarifies
> Anthony
> On 2007 Jul 14, at 03:10, Gordon Alley wrote:
>
> > No, I haven't had a chance to do anything with it yet. I've never used
> > multiple currencies, so it will take a bit to figure that out. Sub-
> > accounts
> > sure would be useful!
> >
> > -Gordon
> >
> > On 7/13/07, Ylan Segal <ylan.segal at gmail.com> wrote:
> >>
> >>
> >> On Jul 9, 2007, at 9:52 AM, 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
> >>>
> >>
> >> Gordon,
> >>
> >> Did you figure out a solution to your problem? I am facing much the
> >> same situation as you, but the previous tip about using different
> >> currencies didn't work for me.
> >>
> >> Thanks,
> >>
> >> --
> >> Ylan Segal
> >> ylan.segal at gmail.com
>
-- 
Gordon B. Alley
http://www.gordonalley.com