Multiple Portfolios in Portfolio Manager?

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Multiple Portfolios in Portfolio Manager?

Postby athrash » Mon Aug 03, 2015 3:17 pm

Is it possible to have multiple portfolios 'managed' in the Portfolio Manager tab? Useful for managing multiple accounts with different positions.

Thanks.
athrash
 
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Re: Multiple Portfolios in Portfolio Manager?

Postby Overload » Mon Aug 03, 2015 5:35 pm

Yes, that can be done. Just click the Tabs... button in the upper-right section of the Daily Signals Listing. From there, you can add any number of additional tabs, including another Portfolio Manager.

Pete
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Re: Multiple Portfolios in Portfolio Manager?

Postby athrash » Tue Aug 04, 2015 9:36 am

Great, thanks Pete.

One more question on this topic... When using the Portfolio Manager do dividends need to be inputted as their own transaction or since using Yahoo data it takes into account the adjusted closing price that accounts for the dividend?
athrash
 
Posts: 11
Joined: Mon Aug 03, 2015 12:53 pm

Re: Multiple Portfolios in Portfolio Manager?

Postby Overload » Tue Aug 04, 2015 1:40 pm

Dividends need to be entered manually by clicking the Cash button in the Portfolio Manager tab.

Pete
Overload
 
Posts: 2247
Joined: Wed Nov 30, 2005 12:14 pm


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