Comment on Introducing Portfolio Analytics
Portfolio Analytics is great inciative- Team keep it up. I am using it to monitor my portfolio for a will now. The Only suggestion I have have is if you can add to more coloums (or better if we can customise it) for Return% and Portfolio Weights% ( I am being greedy Holding period). This filter wil make it really easy for us who are not techincal and don’t know how to use it in excel or any other place . through Holding period we can plan for tax for short period or long period ( able to use break up for different purchase here only) so please consider the same waiting for your reply option Your Platform Customer and A Big Fan