Tracking Different Portfolios

[Rouleur]

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

[Patrick @ Logical-Invest]

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.

[Rouleur]

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

[Patrick @ Logical-Invest]

Yes it would.

[Sriram Iyer]

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

[Author]

Posts