Managing various accounts

Discussions about Money Management and Risk Control.
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Roundtable Knight
Roundtable Knight
Posts: 201
Joined: Thu Sep 21, 2006 6:21 am
Location: London

Managing various accounts

Post by ladidalimey » Tue Sep 22, 2009 6:38 am

Does anyone know of a software solution for keeping track of several accounts. I'm thinking of issues such as:

differing investment dates
apportioning profit
valuation etc.

I assume the best way to integrate TBlox in this kind of scenario is to keep track of investors investments off line and run TBlox as one big pooled fund, as opposed to creating a new version each time?

discussion very welcome,


Roundtable Knight
Roundtable Knight
Posts: 138
Joined: Wed Nov 10, 2004 4:36 pm

Post by babelproofreader » Tue Sep 22, 2009 10:57 am

You could simply unitize the total value of all investments and allocate units to investors in proportion to their initial investment(s). It would then be very easy to keep track of everything in a spreadsheet.

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