Almighty1 Posted October 15, 2020 Report Posted October 15, 2020 My idea is a Master Portfolio where one can combined different portfolios all on one screen so that one can sort the quote columns so all the different symbols from the different portfolios can be displayed. Quote
0 Mike Medved Posted October 15, 2020 Report Posted October 15, 2020 You can have a portfolio that has separators (symbol that starts with ---) between groups of symbols. That would have subtotals and sorting within groups. Quote
0 Almighty1 Posted October 16, 2020 Author Report Posted October 16, 2020 20 hours ago, Mike Medved said: You can have a portfolio that has separators (symbol that starts with ---) between groups of symbols. That would have subtotals and sorting within groups. Interesting except it won't work in the following scenario: I have 3 portfolios: 1) 1500 symbols for TD Ameritrade, I actually have 1588 symbols I am trying to get quotes for so the 88 symbols is going to Portfolio #2 2) 88 symbols using Ally Invest formerly TradeKing because Portfolio #1's quote source TD Ameritrade has a limit of 1500 symbols and I am 88 symbols over 3) Tracking Cryptocurrency like Bitcoin using Binance as the quote source Is there anyway to have something that can show all 3 so I can short either of the columns in ascending or descending order for $ gain, $ loss, % gain, % lost, 52 week high reached, 52 week low reached So I am not trying to sort within groups, basically I am trying to sort things using multiple portfolios but all on one screen. Quote
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Almighty1
My idea is a Master Portfolio where one can combined different portfolios all on one screen so that one can sort the quote columns so all the different symbols from the different portfolios can be displayed.
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