Comment on Introducing Portfolio Analytics

Swanidhi commented on 26 Jun 2021, 05:49 PM

Quite bottom of the comment thread.

Tags is a great idea. However, you should also show allow users to see holdings by tags.
eg. If I have created buckets of stocks and have tagged them, I should know what is the total amount of holdings per tag and what is the % holding of the tag in the entire portfolio.

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