Add sub-headings in portfolio?
I have custom-sorted my portfolio by sector (broadly), but it is difficult to, at a glance, see where one sector ends and the next begins. Can I create a custom separator/header to break up my portfolio visually into these sectors? Or do I need to create different portfolios for each sector? If the latter, is it possible to see data for all portfolio holdings on one screen? I found creating separate portfolios unsatisfying because when I click the "all portfolios" view, I cannot see the ticker-by-ticker data that is available from a single portfolio's view.
Hi, I added you to the preview of our new portfolio so you can get a jump on our new functionality for portfolio which we are rolling out to all users in a few weeks.
Currently (in the new portfolio), the all portfolios view shows only headlines, but we are currently testing a "Holdings Summary" section which will go on the top of the "All Portfolios" view and will show them all in one screen.