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Ben James's avatar

How can we access the ticket holdings of this? The holdings list are sub strategies.

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Ben James's avatar

Taking about the microcaps.

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Andreas Himmelreich's avatar

Live books are here https://www.portfolio123.com/app/opener/BOOK/?cat=G348

Small Cap Live book is here https://www.portfolio123.com/port_summary.jsp?portid=1853536

Let me know if you can access it (tested it with a trial account, but just in case...)

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Ben James's avatar

Ah! Now I see. Thanks!

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Andreas Himmelreich's avatar

super, it works, very happy!!!

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Russ's avatar

Andreas - I see the books from the link you have here. But when I go to P123 -> Resources -> Groups -> "Substack Group Andy", there's a link "5 Live Strategies" (https://www.portfolio123.com/app/group/348/data/PTF) that link has nothing.

All of the links on the home page for the group seem broken to me. Maybe the sync thing hasn't happened yet.

But never mind that: THIS IS FANTASTIC! Thank you, it so much nicer to track these inside P123.

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Andreas Himmelreich's avatar

Hi Russ, yes, tested it, thank you, you are right, I links got changed with the update of P123 (group sharing functionality of last week):

Group Link:

https://www.portfolio123.com/app/group/348

Link to the 3 Live Strategy Books:

https://www.portfolio123.com/app/opener/BOOK/?cat=G348

Links will be also updated in todays rebalance post / email.

Best Regards

Andreas

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