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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
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
Merged with: Portfolio-Übersicht Gruppen