Index | Recent Threads | Who's Online | Search

New Thread
This topic has been viewed 1325 times and has 0 replies
Tomyani
Feature Request: Re: Allocation stats to international and aggregate for multiple portfolios

Hi,

I would like two things.
1. Allocation of sim or port. to ADR's (international)
2. Allocation of multiple portfolios. One simple way to do this would be to allow us to set up portfolio groups (i.e. tags) that we can assign to portfolios. Then we could run reports on multiple groups. So one portfolio could be assigned to Mid-cap, energy, and value. When I ran value report it would be aggregated into this report.

Thanks,
Tom
View the feature request here.

"Everyone has a plan until they get punched in the face." Mike Tyson
"It's not supposed to be easy. Anyone who finds it (investing) easy, is stupid." Charlie Munger

Nov 6, 2009 9:21:18 AM