Hi,
How can you handle ‘joint ownership’ in PP? e.g. a couple or brother and sister jointly own a portfolio. Is there a way to enable an individual ‘view’ for one of the involved persons? e.g. if one owns 50% of portfolio, and has another portfolio it owns for 100%. I hope I make myself clear.
You can add as much security and cash accounts as you like… so the only thing you need to manage is how you distinguish on who owns what and how many.
Assuming there is one security account in reality, you do create 2 security accounts in PP one for each.
In terms of performance analysis, you can create individual and combined ones. Up to your preferences.