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Portfolio grouping
- Open
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Anonymous |
I am tracking multiple portfolios in my account. Unfortunately, only one aggregated view is generated.
If I want to have e.g. only portfolio A and B in one aggregation, I always have to change it.
It would be nice if I could group portfolios and a Custom Aggregated View is generated from each of them.
So for example I get Aggregated 1 of portfolio A and B. Aggregated 2 for portfolios A + B + C and Aggregated 3 for C + D.
Especially if you track the portfolios of a family, you could sort nicely this way.
Gladly also as a premium feature!
Activity Newest / Oldest
Really nice feature. Helps with monitoring performance of groups of investments. Eg equitiies vs bonds.
This feature would be very nice! Please add it soon!
I would love to have this feature. Please try your best to implement it.
From my point of view would be a great feature to have it both directions: merge to groups but also define sub-partitions within one portfolio.
I would like this too!
Es wäre noch cool, mehrere Portfolios gruppieren zu können. (In meinem Fall z.B. mein Scalable Capital Wealth und meinen Scalable Broker zusammenführen zu Scalable Capital)
Christian