Total share of individual positions (incl. ETFs)
- Live
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A |
Anonymous |
So far, we can look at the weighting of our positions in the dashboard. However, ETFs are only displayed as a "whole".
It would be nice if the ETFs were also shown in individual positions. That way, we could see at a glance how high the weighting of the individual positions is in the overall portfolio in the first place.
Simple example: I have 50 shares of the iShares MSCI World and at the same time 5 Apple shares as single positions in my portfolio. How high is the total share of Apple in my entire portfolio? From my point of view, a display of the top 20 or top 50 positions including their weighting would be very convenient (if technically feasible, of course, also all positions).
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Christian
Live with update 2.67.0
Christian
Status changed to: Live
Gibts hier schon news wann die Funktion released werden soll ?
Christian
Status changed to: In progress
Kann man dann auch eine Übersicht über die Länderanteile machen, nicht nur Regionen?
Christian
Müssen wir mal schauen, ob wir die Daten dafür bekommen. :)
Christian
Status changed to: Planned
Ein Tool, ähnlich wie Morningstar XRay um optional die relative Gesamtgröße einer Position im Portfolio zu erkennen, wäre toll.
Da reicht es auch, wenn man die 10 größten Positionen eines ETFs berücksichtigt.
Christian