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Support for Multiple Accounts at Data Sources


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Posted

The data source is per-portfolio. So you can have 5 different portfolios with 5 different data sources. What you can't have is the same symbol that appears in several of these portfolios, because each portfolio will store the data for the symbol, interfering with each other.

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Posted

Yes, that is how it works in general but what I meant was let's say I had more than one account at each data source and say I have 2 portfolios but I want each portfolio to use a different account from the same data source which is not currently possible.  

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Posted (edited)
5 hours ago, Jerry Medved said:

what would be the point? the quotes from a given data source are the same regardless of the account. 

TD Ameritrade for example has a 1500 quote limit per source/portfolio, I have 6 accounts with TD Ameritrade so the other portfolio being #2 would actually use TD Ameritrade but on the second account for example since I am sue the 1500 symbol limit is per account at TD Ameritrade.  

Edited by Almighty1

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