Dynamic summary portfolio

English Installation & Start
1

Good morning
I am a beginner on the PP software. I have 3 stock portfolios (Ptf LT, Ptf MT and Ptf CT) with the same courier and I would like to know how to combine these 3 portfolios to have a single dynamic summary portfolio which Automatically feeds from 3 other Wallets.
Thank you for your response.

2

Hey Tanaka,

I am afraid that you have to explain your set-up in more detail. E. g. what do you consider a portfolio?

In general PP only can sumerize, analyse and visualize what is in a single file. This means we have to find a way to map your set-up into PP.

3

Hi Harry_Hirsch

For the portfolio I am talking about an ordinary securities account (CTO).
I have 3 CTOs and I want to have a summary of these 3 CTOs in a global CTO, that is to say: CTO1+CTO2+CTO3 = global CTO

THANKS.

4

What ever you enter in a single PP file can be analyse separately and/or in summary.

Start with a playground file in order to get used to the possibilities.
Starting with real data can be challenging.

5

Hello, it can be done with the ‘filter’ feature which allows to create combination of any cash or securities account :

6

thank you for your feedback