In P.P under investment centre there is a LOCATION box (also called GROUPS) currently there are teo locations Investing:Investment and Investing:Retirement.
How can I create another group or location. I like to split my investments by adding another group
Here is one path to get to what I mean. Go to Account list, right click any share holding , select Change group then you will see "investment" and "retirement" I would like to add another group?
Any suggestions please