I’m trying to separate some of my portfolios from each other, but some of these portfolios have similar assets between them. Doing some hard work on my end to keep track of assets per portfolio. Anything like this being worked on at the moment?
People have been asking for similar functionality in the thread below.
If tracking the performance of individual trading strategies / subportfolios / separate algorithms is important to you, you can do this using a 3rd party portfolio management web app. It’s free and it pulls account information from alpaca via oauth (read-only).