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Discussion Portfolios

Jan 24, 2010 at 17:40
Vues 1,310
4 Replies
Membre depuis Oct 20, 2009   posts 36
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.
Membre depuis Jul 31, 2009   posts 1444
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!
Membre depuis Oct 20, 2009   posts 36
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
Membre depuis Jul 31, 2009   posts 1444
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.
Membre depuis May 27, 2021   posts 8
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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