Portfolios Discussion
Rolf Widmer
(rolfwidmer)
Member Since Oct 20, 2009
36 posts
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.
Ethan
(Staff)
Member Since Jul 31, 2009
1386 posts
Jan 24 2010 at 18:21
Can you give us an example of which information would you like to aggregate? And in which way?
Thanks!
Thanks!
Rolf Widmer
(rolfwidmer)
Member Since Oct 20, 2009
36 posts
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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