Portfolio Setup

Bob K's Avatar

Bob K

14 Sep, 2018 11:09 PM

I have Moneydance and would like to set up a number of different portfolios for my investments, my wife's investments and my college age grandchildren's investments. I am unable to set up different portfolios, or don't know how. Can you tell me what steps I need to take so that I can have a number of different portfolios as opposed to just the one.

Thanks for your help.


  1. 1 Posted by derekkent23 on 15 Sep, 2018 06:52 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Just set up a new investment account for each portfolio under ACCOUNT – NEW ACCOUNT – INVESTMENT.
    See http://help.infinitekind.com/kb/investment-accounts

    Hope this help.

  2. 2 Posted by Bob Kritsberg on 15 Sep, 2018 01:23 PM

    Bob Kritsberg's Avatar

    Thanks. Appreciate it. Not sure if that will work the way I want but will give it a try.


  3. 3 Posted by dwg on 15 Sep, 2018 10:40 PM

    dwg's Avatar

    I'm a fellow user.

    You can either adopt an approach like Derek has suggested or you can create completely separate data sets (files) which will keep all the data completely separate. In MD there is no way to group accounts/investments together into a sort of sub-structure even for just display purposes..

  4. 4 Posted by rkrits on 16 Sep, 2018 01:15 AM

    rkrits's Avatar

    Thank you 

    Sent from my Verizon, Samsung Galaxy smartphone
    -------- Original message --------From: dwg <[email blocked]> Date: 9/15/18 3:41 PM (GMT-07:00) To: [email blocked] Subject: Re: Portfolio Setup [General Questions #69688]

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