DivvyDiary multiple portfolios

[Andie78]

I have different portfolio-performance-projects which I'd like to assign to different portfolios in DivvyDiary since I have an "Aristrocat"-membership there which allows me to have more than one portfolio.

Is your feature request related to a problem? Please describe. At the moment, every upload from PP replaces the one (and only) portfolio in DivvyDiary, even if I upload from different PP-projects.

Describe the solution you'd like Maybe the Portfolio-name could be configurable in PP per project and sent to DivvyDiary in order to create new portfolio there with that configured name. This way, I could access different portfolios the same time in DivvyDiary without need to upload every time from PP for "selecting" the portfolio in DivvyDiary.

Describe alternatives you've considered There's no alternative for uploading from PP. At the moment, only a single portfolio in DivvyDiary is supported by PP.

[Morpheus1w3]

@Andie78 Do you have all your portfolios inside the same file or one portfolio per file? As far as I know, if all portfolios inside the same file, this feature is already implemented.

[Andie78]

@Morpheus1w3 I have them in different files (because it's for different people which I don't want to mix-up in PP). In DD they're merged to one portfolio (including assets from different portfolios of one PP-file). That's ok so far. Just want to have a second (merged) portfolio in DD for another PP-file. I don't know if DD supports that with their API. In their Apps it's possible to create several portfolios.

[Morpheus1w3]

@Andie78 You could try to add per each file an additional blank portfolio. I assume that' trigger PP to let you choose which is synchronised.

[Andie78]

@Morpheus1w3 I added a blank portfolio in PP. It didn't help. Anyway, merging all portfolios within one PP-file is appreciated (not selecting one in PP) since I have different PP-portfolios in one file (mapping to one DD-portfolio). This is actually the case. What's missing is, that I can give a portfolio-name used in DD under which the uploaded assets from PP appear. Every upload overwrites the existing portfolio in DD instead of creating a new one beside the existing using a new name.

[buchen]

Hi @Andie78,

did you create a second portfolio on divvy diary?

Because if you did, then the dialog should ask you which portfolio to upload to (see screenshot below). But this dialog only comes up if there is more than one portfolio at divvy diary.

[Andie78]

Hi @buchen,

it's working indeed! There should be a hint in the information-dialog if there's just one portfolio in DD.

Greetings and many Thanks!

[heoelri]

This is great, but it does not allow you to treat different depots in PP (same file) as different depots in Divvydiary, right? Are there any plans to support associating different depots in PP to different depots in Divvydiary?