Track Performance of Stock Groups Within an Account
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!
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