Track Performance of Stock Groups Within an Account

moski

I am adding two new Managed Security Accounts within my IRA and would like to be able to easily track the performance of each manager. All the stocks will just show up as individual securities within my account, so I'd like to be able to group them for performance evaluation. I've seen that in the portfolio view I can group by Type and Asset Class, so I could potentially use some of the existing categories like "other" or "unclassified", and that may be what I'll have to do. But is there any way to add entries into those categories myself? I looked in Preferences and didn't see one, but thought I'd open it up to the group to see if there are any other ideas.  Thanks!

smayer97

Not at the moment. Meanwhile, You can add your VOTE to Add ETF (and others) to security types.

First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your will vote count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.

While you are at it, you may want to add your VOTE to related IDEAS found on the List of Requests Related to Investments. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!

(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)

James Sapp

Do these managed security accounts have separate account numbers such that downloads can be set up for each of them? If so, then separate account will track them. I have 4 IRA accounts at my FI, each of which, have a different portfolio/risk category. Downloads go to each of them separately, so I can see how they are performing individually.

moski

Thanks for your thoughts, James. We are not going to set up separate accounts for each of them. That would be easier to track, but I have too many accounts already so we're just keeping them within the main IRA.  I'm going to use the Type categories available in the system right now to do this...I think it will work well enough for my needs.