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#1 Posted : Thursday, April 1, 2021 12:36:17 AM(UTC)

Rank: Newbie

Joined: 3/15/2021(UTC)
Posts: 1

Thanks: 1 times
Hi Michael,

firstly, thanks for your efforts and this great opportunity you provide here with TradeInsights. I really appreciate it.
By the way I found your site by looking for a TraderVue alternative via Google.
So far, is there a possibility to track different portfolios? Or did I just miss the functionality?
Anyway, initially I worked it around by tagging but this works for sure easy for the first import but might get more complicated and failure-weighted later on.
In my case it shows itself up this way: I buy a Position in Acc1 and for a few selected and traded Companys I transfer a small amount of their initial Position into an Acc2 (all within IB) before closing or decreasing the initial Position in Acc1.
Beside the Hashtags the other workaround might be to just make a second account what I would be fine with (if that would be okay for you?)

Again, thank you for all of your efforts and all the best to you

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