Replies: 2 comments 4 replies
-
Can you use tags to achieve this and filter by them? |
Beta Was this translation helpful? Give feedback.
3 replies
-
Is it possible to modify the asset subclass list? |
Beta Was this translation helpful? Give feedback.
1 reply
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
-
Thanks for the great work so far. One feature which would be useful is the ability to have custom categories, similar to what is done in Portfolio Performance with "Taxonomies" where you can define a custom list of categories and assign your holdings to each one. This is particularly useful when you are pursuing a target asset allocation across multiple accounts/pensions which you regularly need to rebalance (e.g. Global Equities, UK Bonds, Properties, Commodities, etc.). Each account may use different funds/ETFs due to availability, but represent essentially the same exposure (e.g. Vanguard FTSE All-World ETF vs iShares World Equity Index Fund). By grouping similar funds/ETFs into the same category, you could then see your allocation to each category in the Allocations page, similar to what you can already get for countries and sectors.
Beta Was this translation helpful? Give feedback.
All reactions