Tracking Different Portfolios

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  • #85016

    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


    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.


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


    Yes it would.

    Sriram Iyer

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

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