Was trying to setup two different widgets with two different holding amounts.
For example, widget one would show my held shares in my brokerage account.
Widget 2 would show the held shares in my roth ira.
However, if the same ticker is in both say KO for example.
It merges all holdings. So I can't track KO on JUST my roth ira on one widget, and my holdings on my brokerage on another.
If that makes sense.
Basically what I am asking for is to be able to have two isolated portfolios. One to track my main stuff, another to track just my roth ira.
Was trying to setup two different widgets with two different holding amounts. For example, widget one would show my held shares in my brokerage account. Widget 2 would show the held shares in my roth ira.
However, if the same ticker is in both say KO for example. It merges all holdings. So I can't track KO on JUST my roth ira on one widget, and my holdings on my brokerage on another. If that makes sense.
Basically what I am asking for is to be able to have two isolated portfolios. One to track my main stuff, another to track just my roth ira.