A household group combines multiple real portfolios into a single composite you can view and analyze as one household. Group portfolios are marked with the group icon 
.
Creating a group
- Select New -> Group. An empty group is created.
- Click Components:
- Click Add Portfolio and select the portfolios that belong to the group.
Components can be any real portfolio, including portfolios imported from a partner.
Managing components
- To remove a portfolio from a group, click Components, then click on the X icon at the end of the portfolio row.
- To open a component, click its name
Advisor fees
By default, a group's advisor fee is the weighted average of its components' fees. To confirm this, click Advisor Fee in the group; it shows (*) Average of portfolio components.
For example, if component A has a 1% advisor fee and component B has a 0.5% advisor fee and both are equal in value, the group shows a 0.75% advisor fee (1% x 0.5 + 0.5% x 0.5).
You can override the weighted average by entering a fee manually. When you do, the component fees no longer factor into the group calculation (they still appear on each portfolio when you view it individually). This prevents fees from being counted twice between the group and its components.
To verify fee details, see the Log view of the Performance tab and filter for Fees.
Limitations
- A group cannot contain more than 35 portfolios.
- You cannot place a group inside another group.