Replies to post #1217 on Advanced Automatic Investor

[OldAIMGuy]

Hi JP, Re: Grouping different accounts for common reporting......

I'll let the others respond for certain, but I believe that AutomaticInvestor will allow you to have multiple portfolios collected in multiple groupings and still be able to create a composite report.

You may be able to also do composite graphing, but again, I'll let others answer that.

Best regards, Tom

[aptus]

Hello JP,

You can use the portfolio manager to view summaries, charts and reports of ALL portfolios. Although you can see the 5 funds in the summaries, reports and charts, you can't currently isolate them (you'll see all the other portfolios too).

There has been a long-standing item on AI's enhancements list to add functionality that supports multiple users (although I've since re-thought the naming and will change it from "users" to "accounts").

When that is added you will be able to create portfolios under different account names (e.g. IRA1 and IRA2). This will allow you to do exactly what you describe.

However there is no scheduled date on when this functionality will be available.

[aptus]

Hello JP,

I have received your emails and sent you 4 different replies (Nov. 22, Dec. 2, Dec. 4 and Dec 10).

Perhaps my replies are going into your SPAM folder. Please check there and let me know if you still don't see my email replies.

[Toofuzzy]

Hi JP

There is nothing to say you can't own 2 funds in one IRA and 3 in another, or the same 5 in both IRAs and then treat the total of a fund in both IRAs as one AIM account (it is just the one fund). In the last case you can decide from which IRA account to buy and sell from, it really doesn't matter.

It is better to have fewer larger AIM accounts because otherwise the trades become too small to bother with. 5% of $10,000 in stock is only $500.

Toofuzzy