Portfolio - Data Holdings

Joti 1 year ago in Website • updated by anonymous 1 year ago 1

Hello all,

When checking a Portfolio with a number of positions in which each of them has different buys, the entire list can be somewhat long to read, and it makes it difficult to check the colum entries specially at the bottom positions.

I'd like to suggest an aggregated view comprising the grand total for each position. If you need to check the details for the different buy orders to a single holding, a dropdown could be deployed showing a breakdown in detail.

I agree completely. This would make the portfolio feature significantly better than the competition. Ability to add 'transactions' and the portfolio 'holdings' view would aggregate based on ticker. Inclusion of dividends in total return calcs would also be a nice feature, but not as critical.