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Portfolio page to display total balance, profit and performance
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Kotak Saran
Jan 13, 2010 at 14:33
hi can we have the portfolio page show the combined balance (and profit) across all accounts please. Also gain for the entire portfolio, if possible. These facilities combined with the possibility of creating multiple portfolios (demo/real, manual/automatic, for example) would make this a powerful screen. I think there was another enhancement request pending on multiple portfolio capability, wasn't there?Oh and if we were able to use "custom analysis" i.e. specific date ranges on a portfolio level, that would be just so good...
Multiple portfolios under the same account
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Kotak Saran
Jan 13, 2010 at 14:23
hi how are you proceeding with this excellent suggestion?
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