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Portfolios Discussion
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Member Since Oct 20, 2009 36 posts
Rolf Widmer (rolfwidmer)
Jan 24 2010 at 17:40
The portfolio feature is great. It would be even greater if the dashboard would allow for a grouping and aggregation by portfolio.
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Member Since Jul 31, 2009 1049 posts
Ethan (Staff)
Jan 24 2010 at 18:21
Can you give us an example of which information would you like to aggregate? And in which way?
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Member Since Oct 20, 2009 36 posts
Rolf Widmer (rolfwidmer)
Jan 24 2010 at 18:23
first, just the grouping of accounts with a section per portfolio. Second, account resp portfolio value (which probably comes later) and overall gain over portfolio
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Member Since Jul 31, 2009 1049 posts
Ethan (Staff)
Jan 24 2010 at 18:40
If you just want to see each portfolio group in its own page, it's actually possible by clicking on the portfolio's name.
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