• Registered: 2010-04-26
  • Posts: 5

Topic: Combined portfolios

While I'm making a wish list...

One of the great features of the website was the combined portfolio - I've got stocks in different accounts that are really part of one investment plan, so it was nice to be able to enter transactions into their respective accounts but still get a view of how the combined assets were doing.

Any plans to put this in the desktop version?

Thanks.

Tim

  • Jesse
  • Administrator
  • Offline
  • Registered: 2009-09-22
  • Posts: 112

Re: Combined portfolios

Yes that is a planned feature.  I will classify it as a medium priority feature and it will be implemented in an upcoming release but most likely not the next release.

  • Registered: 2010-08-25
  • Posts: 4

Re: Combined portfolios

Jesse,  great to hear that is on the list. I also suffer from the double entry blues in what I use now. - kurt

  • Jesse
  • Administrator
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  • Registered: 2009-09-22
  • Posts: 112

Re: Combined portfolios

Combined portfolios have been supported for 1 or 2 releases.  You can set the type to Combined when you create a new portfolio.