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Under review

I'm looking for portfolio tab or column showing weighted averages of the portfolio?

anonymous 2 years ago updated by SA Admin Daniel Hochman 2 years ago 3
Under review

Hi,

What data items are you looking to average across your portfolio?

Thanks,

Daniel

Hi Daniel, 


Thanks for the response.  I'm looking for a column, maybe on the "Holdings" tab, that when you review your portfolio list would show the percentage of each stock listed to the portfolio total (provided of course that you've entered the number of shares and price paid, etc.)  So if your total portfolio is $100,000, it might show AAPL as 2% or GOOGL as 3%, etc.  I love the SA portfolio tool and all of its features and use it more often than anything else to monitor all of my individual stocks (which I might hold in different brokerages) altogether in one "individual stock" portfolio.  But I'd like to monitor the percent-to-total of each stock too so if for example AAPL exceeds a certain percentage I'll sell some, etc.  Hope that makes sense.  Maybe it's there and I've missed it.

Thanks, Randy

Hi Randy,

This makes sense. We don't offer this right now, but we will consider building it in the near future.

Thanks,

Daniel