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multiple portfolios
Can BIVIO track multiple portfolios within one investment
club account?
Does anyone have experience doing this?
Our club would like to split our assets into 4 or 5 small
groups, track performance of each group separately, and
create separate reports for each group.
Any comments would be appreciated - Thank you.
It always amazes me how clubs want to complicate the treasurer's life.
There are many ways you can create and track different groupings of stocks
you hold without actually making accounting changes to do so.

Portfolio Manager, a software program sold through Better Investing, would
be a good tool to use for as many portfolios as you want. A free way you
can do it is set up transaction type portfolios under Yahoo Finance, but
someone would have to keep updating them as dividends are received and
shares bought or sold, no matter what you do.

My suggestion if you want to track certain ones sepaarately for some reason
would be to assign these mini-portfolios to different individuals in the
club who think this is such a great idea, and let them keep up with the
entries.

Gene Rooks, SWIM, Orlando