Display Combined Portfolio Holdings Performance

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  • updated
  • Under review

Display the combined portfolio performance of all holdings in the portfolio over time.  If you have 5 holdings in a portfolio, it should have a way to show the performance of those 5 holdings over a period of time and the dividend yield over that same time period, in order to see the performance of the "Portfolio" and not just the performance of the individual holdings in the portfolio. 

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SA Admin Kushal Mehrotra
  • Under review

Thanks for the suggestion. I'll relay this to our product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

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deepbluewaters

Any possibility this will be added?