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Portfolios vote results

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Portfolios Discussion

Rolf Widmer (rolfwidmer)
Jan 24 2010 at 17:40
36 posts
The portfolio feature is great. It would be even greater if the dashboard would allow for a grouping and aggregation by portfolio.
Ethan (Staff)
Jan 24 2010 at 18:21
1401 posts
Can you give us an example of which information would you like to aggregate? And in which way?

Thanks!
Rolf Widmer (rolfwidmer)
Jan 24 2010 at 18:23
36 posts
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
Ethan (Staff)
Jan 24 2010 at 18:40
1401 posts
If you just want to see each portfolio group in its own page, it's actually possible by clicking on the portfolio's name.
Sio Chauland (siochauland)
Jun 15 2021 at 08:00
8 posts
Contact the community support of the broker, they are really helpful and listen to your request and suggestions. This is primarily what has made their customer support excellent.
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