Getting started

[guangong]

In terms of setup, there is a lot of flexibility so far. One possible way is

1. - NYSE: set up a Portfolio (Investment Account) per exchange. e.g. NYSE with USD assigned.
2. |--- AAPL, with company name (broker) as eToro
3. |--- TSLA, with company name (broker) as eToro
4. |--- TSLA, (the 2nd LOT), with company name(broker) as YahooFinance.

in above, will have
1. one portfolio(investment account): NYSE, to track the balance
2. three stocks or stock lots, #2, #3, #4, to track the positions.
3, two brokers (shares account), eToro and YahooFinance, to track the details. (the balance might be negative, as the dot lines are virtual and on the fly).

As all things are tracked,
a) is possible though not implemented yet.
b) you can choose whatever you want and keep it consistent.