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.
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!
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
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.
Jun 15 2021 at 08:00
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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