Using Grouped Portfolios

Using grouped portfolios can help you better understand your investments across multiple portfolios.

When you select a grouped portfolio in the Folders view (left-hand side of the StockMarketEye window), you’ll see the following view.

Totals view of the portfolio group.

You can switch between the various views of the group portfolio by clicking on the “Totals”, “Prices”, “Fundamentals” and “Reports” buttons in the toolbar.

Clicking on the “Get Quotes” button will refresh the quotes for all portfolios and sub-groups contained under this group.

Totals View

The Totals view shows a summary of the totals for each portfolio and sub-group contained in this group. The top line of the view shows the totals of all contained portfolios and sub-groups. Each contained portfolio and sub-group is a separate line below the top Total line.

Just as in a file browser, the contained portfolios and sub-groups are shown in a “tree” structure. Each portfolio and sub-group is indented below the top Total line. As a group can contain other sub-groups, which themselves contain other portfolios and sub-groups, each level of the tree is indented further to the right.

You can add, move, and remove the columns shown in the Totals view, as you would for any other view in StockMarketEye. For a full explanation of how to configure the visible columns, please refer to the section, Configuring Columns.

The columns available in the Totals view can be seen in the section, Portfolio Group’s Totals View Columns.

Combined Portfolio (Prices and Fundamentals Views)

The Combined Portfolio consists of the “Prices” and “Fundamentals” views. It is a virtual portfolio that combines of all individual holdings from the contained portfolios and sub-groups.

The Prices and Fundamentals views are very similar to those from a standard portfolio, but you can not buy, sell or add any other type of transaction.

The columns of the Prices and Fundamental views can be configured, just as they can in a standard portfolio. The sections, Portfolio Columns, explains which columns are available for these views.

You can also add Investment Categories to the combined portfolio.

Reports

The Reports section allows you to run reports using all transactions from the contained portfolios and sub-groups.

The types of reports available are the same as in a standard portfolio:

Transactions can not be edited from the group portfolio’s Transactions report. You can only edit transactions in the original portfolio.

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