I'm putting data from a whole brokerage account into a "what if" portfolio after selling some positions, to see what would have happened had I not sold. That account has some CDs in it, as well as a brokerage cash category. Currently, there seems to be only one cash category. It would be nice if cash were a superordinate category, the sum of some user-defined named cash accounts, such as CD1, SoFi, CD2, Banknof America,, and/or brokerage cash. This closely resembles how the NAIC (National Association of Investment Clubs) myICLUB software manages the issue, which adds flexibility. You might check out their product to see it in action. Thanks for your attention to this. Dennett Hanssmann snowstrum@aol.com, djhmd22@att.net, 530-304-6328 txt, vm.