Yes, it’s yet another improvement to our CryptoStream product, and it’s one I’ve been nagging about for a long time: the ability to have multiple portfolios.
Now, the reason this may be of interest to you might be that you have different portfolios at different brokerages. That isn’t why I was so eager for it. My reason was sort of a twist on the whole “woulda shoulda coulda” theme. I wanted to be able to preserve my portfolios when I closed them so I could look back and see what the profits or losses would have been had I simply hung on to them.
Whatever your reason for wanting multiple portfolios, it is all controlled via these three self-explanatory buttons, which all you to create a New portfolio, Rename an existing portfolio, or Delete the currently-selected portfolio.(more…)