Hello,
I would like to know if, having two different portfolios, there are any options that allow you to have an overview of both portfolios. That is, you keep both portfolios, but when you want to merge them, you can have comprehensive information on both investments in a single view.
Tks 
Yes, as a āgrouped accountā , here:
You can create any combination of accounts. Once created, you can see and select them as a data series everywhere else.
Tks a lot!!
Bit Iām not sure if I understand. What youāre showing is for the information you have in a portfolio. Right?
Iām referring to combining two portfolios. That is, I have portfolio 1 with ETFs and portfolio 2 with only stocks. Iād like to combine the two from time to time to see their combined returns. Itās similar to the Delta Portfolio Tracker, where the user can have multiple portfolios and have the option to combine them all into one.
Iām not sure if my question is clear.
Tks
It is the location where to create the combination of portfolio. This location comes with some basic info.
But once created there, you will be able to select this new combined portfolio everywhere else in the software, in the charts, as input for the different widget, in Payments view etc. , exactly as you can for the individual portfolios.
So yes you can se their the TWR, IRR, delta of the combination of portfolio 1+2.
Do you mean two different files?
yes, exactly. I have 2 files differents
What you are looking for isnāt possible. 2 independent files canāt be unified for reporting.
But a single file can hold multiple portfolios.
I think I understand now.
So, I can have a single .xml file with multiple accounts, and depending on the data I want to analyze and which account, I can select a single account or the entire portfolio, right?
yes, you are right. I hadnāt understood how it worked, and I did this crazy thing.
tks all
Yes, and you can combine the accounts into new accounts through āCuentas agrupardasā or ānuevo filtrosā and then they will appear too in the list of your picture.
