Run reports over the combined holdings, as well as view a virtual portfolio of all their holdings together.Ī portfolio group can even contain other portfolio groups, allowing you to setup a hierarchy of groups to see totals at different levels.Ībout using Portfolio Groups in our User's Portfolio Groups let you consolidate information on multiple portfolios. Or test different investment scenarios with virtualĬategories, you can group individual portfolios together as well as and categorize your investments within a portfolio.
Up-to-date information about your net worth and performance. Track your actual investment accounts to get StockMarketEye lets you track an unlimited number of portfolios. You'll be better able to see the big picture and take control of your investment Review all your holdings together in one spot and gain a better picture
