(Sub-)portfolio identifiers

English
1

Hi all,

Looking for a method to give some identifiers to track performance of sub portfolios.

Me and my partner use the same brokerage account. However the part of the portfolio which belongs to me differs from my partner. Some of the holdings are owned by me, some by my partner and some are our joint possesion. Altough this is all in the same account.

Is there a way to label certain transactions/deposits so I can track individual portfolios, as well as consolidated?

Thanks

2

You can‘t label them, but you can create different security accounts.
You can analyse each security account by itself and/or all together.

2 Likes
3

You can‘t label them, but you can create different security accounts.

Then either import “your” vs “non-your” chunks of transactions against the specific account (e.g., filter input CSV manually), or import into a “default” account, then go thru transactions and “label” (by editing) the needed ones to go against a different account.