{"id":141,"date":"2014-05-07T21:09:02","date_gmt":"2014-05-08T01:09:02","guid":{"rendered":"http:\/\/www.adjustedcostbase.ca\/blog\/?p=141"},"modified":"2015-01-05T08:41:50","modified_gmt":"2015-01-05T13:41:50","slug":"the-portfolio-feature","status":"publish","type":"post","link":"https:\/\/www.adjustedcostbase.ca\/blog\/the-portfolio-feature\/","title":{"rendered":"The Portfolio Feature on AdjustedCostBase.ca"},"content":{"rendered":"<p><a title=\"AdjustedCostBase.ca\" href=\"https:\/\/www.adjustedcostbase.ca\/\">AdjustedCostBase.ca<\/a> provides a feature that allows you to have multiple portfolios in a single account.\u00a0 This feature allows you to manage and calculate multiple sets of ACB&#8217;s using a single AdjustedCostBase.ca account.<\/p>\n<p>This feature should be used for the following:<\/p>\n<ul>\n<li>To separate ACB calculations between a personal account and a corporate account.<\/li>\n<li>To calculate ACB for both yourself and your spouse or other family member from a single account.<\/li>\n<li>For tax professionals to calculate ACB for their clients.<\/li>\n<li>For creating a test portfolio to try out different features of the tool.<\/li>\n<\/ul>\n<p>This feature should <span style=\"color: #ff0000;\"><strong>NOT<\/strong> <\/span>be used for:<\/p>\n<ul>\n<li>Separating ACB calculations between multiple personal non-registered accounts.\u00a0 The Canada Revenue Agency requires ACB to be <a title=\"Tracking Adjusted Cost Base with Multiple Brokerage Accounts\" href=\"https:\/\/www.adjustedcostbase.ca\/blog\/tracking-adjusted-cost-base-with-multiple-brokerage-accounts\/\">calculated jointly for all the identical securities that you own<\/a>.<\/li>\n<\/ul>\n<p>AdjustedCostBase.ca allows you to have up to 5 separate portfolios.\u00a0 To access this feature, click on the &#8220;Manage Portfolios&#8221; link found on the top left of the screen after logging in:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios.png\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-142\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios.png\" alt=\"Manage Portfolios Link\" width=\"473\" height=\"63\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios.png 473w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios-300x39.png 300w\" sizes=\"auto, (max-width: 473px) 100vw, 473px\" \/><\/a><\/p>\n<p>This will bring you to a page that allows you to add and edit portfolios:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2.png\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-144\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2.png\" alt=\"Manage Portfolios Page\" width=\"1213\" height=\"192\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2.png 1213w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2-300x47.png 300w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2-1024x162.png 1024w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_2-624x98.png 624w\" sizes=\"auto, (max-width: 1213px) 100vw, 1213px\" \/><\/a><\/p>\n<p>Once you add multiple portfolios, you&#8217;ll able to switch between them from any page:<\/p>\n<p><a href=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_3.png\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-146\" src=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_3.png\" alt=\"Switch Between Portfolios\" width=\"503\" height=\"89\" srcset=\"https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_3.png 503w, https:\/\/www.adjustedcostbase.ca\/blog\/wp-content\/uploads\/manage_portfolios_3-300x53.png 300w\" sizes=\"auto, (max-width: 503px) 100vw, 503px\" \/><\/a><\/p>\n<p>All your securities will be available for adding transactions from any portfolio.\u00a0 This saves you time since you won&#8217;t need to add the security multiple times if it&#8217;s used in multiple portfolios.\u00a0 If you don&#8217;t use a security in any particular portfolio, it will still show up in the list of securities but it will have a zero balance.\u00a0 Each transaction you add will only apply for the active portfolio.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AdjustedCostBase.ca provides a feature that allows you to have multiple portfolios in a single account.\u00a0 This feature allows you to manage and calculate multiple sets of ACB&#8217;s using a single AdjustedCostBase.ca account. This feature should be used for the following: To separate ACB calculations between a personal account and a corporate account. To calculate ACB [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-141","post","type-post","status-publish","format-standard","hentry","category-adjustedcostbase-ca-site-help"],"_links":{"self":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/141","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/comments?post=141"}],"version-history":[{"count":12,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/141\/revisions"}],"predecessor-version":[{"id":706,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/posts\/141\/revisions\/706"}],"wp:attachment":[{"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/media?parent=141"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/categories?post=141"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.adjustedcostbase.ca\/blog\/wp-json\/wp\/v2\/tags?post=141"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}