[Feature Request 🔧] Multiple Portfolios

Have multiple portfolio’s in one account, or simply multiple accounts. Thus enabling different trading strategies to make trading easier.

Hey,

It would be great to have possibility to have option to create multiple or virtual portfolios.

Let’s say that I want to track us & uk investments and their gain/losses seprately. Or have option to create or assign my stock to specific portfolios so that I can have one portfolio with eg. FAANG stocks and other one with only dividend stocks that I own.

Hey guys I know I keep harping on about this subject but I think if this feature was available then this would almost be a complete trading platform as far as Iam concerned. I just want to be able to make as many portfolios as I want just like in M1. I could make one with a few risky ones some safer ones. Ones I could name after my children and use it as a future savings for them. Whatever the reason it would be very cool if freetrade could implement the option of creating more than portfolio. Any plans??

There’s an idea for creating investment pots/buckets where you could create multiple portfolio‘s however you desire…

https://community.freetrade.io/t/pots-or-investment-buckets/

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Is there any restriction on having multiple accounts?

I don’t mean having and ISA and a basic account, I mean a completely separate sign-up?

Of course there will be restrictions, I won’t be able to have 2 ISA accounts for example.

I contemplate creating a totally separate account to meet my different investment needs, e.g. I might have my ‘serious’ account and then another ‘play’ account.

Sounds like the idea for pots or investment buckets would work well for this…

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Come on Stephen.
Keep all your investments serious and get your money compounding :wink:
This is your future ! :boom::boom::rocket:
:relaxed:

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So very true - I invested last September, just before market dropped loads, has taken me all year to get back to my initial stake, now its time to start compounding!

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Absolutely.
I really do believe that you will be rewarded for time in the market !

Why not use a virtual portfolio? Have a serious one on FT and a fantasy one elsewhere. Investing.com is good for that. Nice app too.

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I’m having a think about my investment strategy and was wondering how it might work in the app.

My initial thought is that I might want to have a small number of different investment strategies (some investment for dividend income, some market tracking ETFs and maybe a few shorter term individual stocks to gamble (in an informed way!) on bigger returns). It struck me that something like Monzo pots* would be a good model here to allow me to segregate them into nice buckets.

From what I’ve seen so far it looks like there’s no way of doing that. Is that right? Would buckets of investments be helpful to anyone else (we’ll need a better term, though!)?

*I’d also like to see each of these portfolios in Monzo as pots, but that’s another story! :slight_smile:

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I saw on Monzo android slack a few weeks ago that there’s an investment pot behind a feature flag. Be interesting to see who that’s with but I doubt it’ll be Freetrade as Monzo would want to make money from it.

Segregated investments sounds good, maybe as categories rather than pots but i’ll reserve judgement til I see the app in action

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Spot on! I’ll probably change my mind when I see it in real life. :slight_smile:

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I wonder whether search (possibly combined with Emma’s categories suggestion) could be a way to give you a similar outcome - so the search results would give you the kind of summary that you want, for a group of stocks / ETFs?

I guess the search functionality would have to be quite powerful, in order to give you enough variables to filter your results to get to exactly the results you wanted so maybe not..

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You can’t see it very clearly here, but Nutmeg seem to have something similar (called… pots!):

I’m actually agnostic about presentation, but different views/filters/something to help me remember what my strategy is for each investment, and breakdown return, income etc is what I think I’d like.

(Again, this is all from a position of ignorance, so really looking forward to seeing how Freetrade tackles the problem!)

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I was thinking more different pots for Bonds, dividend paying shares, ETFs etc

I would hope I’d never call one ‘Good Old Pension’ on the grounds of good taste :see_no_evil:

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Simple #tagging might provide the most flexibility?

Plus guess you may have a investment associated with multiple tags?

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If they could be a bit more colourful and you could select one you’d used before, instead of just text and having to remember what you’d used before.

Kind of like this

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Guess you’d have auto complete or show recently used tags. But saying that most people won’t have many. Things like dividend probably will be filterable, as you might want to see dividend > 1%

Colour is always good. Reminds me of Trello and labels, you can name and colour code them.

I’m sure Freetrade will come up with something that’s really intuitive.

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I agree in creating flag or lists starting with a watchlist, total portfolio and the rest that can be personalized.

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