Portfolio Balancing/Realignment Query

[David T.]

You might look into the csv importer. Personally, I prefer to manage these transactions manually. The file I manage includes over 10 different brokerage accounts encompassing 125 mutual fund accounts and 185 stock accounts, and I find the process pretty quick. It helps me understand what is happening. YMMV.

David

> On Dec 19, 2016, at 6:51 PM, Jay Ridgley <jridgley2 at austin.rr.com> wrote:
> 
> Good Morning,
> 
> I am in a major rebalance and realignment of my portfolio in several (well over 50) accounts. Does GnucCsh support any type of input  from a spread sheet that could be produced by my broker?
> 
> If I have to do each transaction manually, I just as well try to figure out how I can track my investment accounts only from a cash balance perspective...
> 
> I use Edward Jones and am currently running Ubuntu 16.04.1 with GnuCash 2.6.12
> 
> Thanks,
> Jay
> 
> -- 
> Jay Ridgley
> jridgley2 at austin.rr.com
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