Tracking Different Portfolios

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  • 08/08/2023 at 1:26 am #85016
    Rouleur
    Participant

    Hello – Looks like you can only save 1 portfolio which can consist of many strategies or substrategies. How do you track different portfolios for different accounts? Example: 1 portfolio for my retirement and a second portfolio for my spec account

    08/08/2023 at 10:46 am #85021
    Patrick @ Logical-Invest
    Keymaster

    You are correct that users can only track a single portfolio. We are considering allowing multiple portfolios in a future release. For now, you would need to create a new user account to track another portfolio. Thank you for your question.

    08/11/2023 at 1:45 pm #85027
    Rouleur
    Participant

    Thanks Patrick. Would a new user account require another paid subscription?

    08/14/2023 at 9:54 am #85036
    Patrick @ Logical-Invest
    Keymaster

    Yes it would.

    10/20/2023 at 12:08 am #85255
    Sriram Iyer
    Participant

    Patrick,
    Suggestion – Implement option to Save portfolio as templates. Reload template with the single portfolio in the tool.

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