[Feature Request] Sub-Grouping of Investments in an Account

I think it would be useful to be able to group individual holdings within an account together.
For example, if you had a collection of tech stocks and a collection of ETFs within an ISA, they could be grouped off so the performance of these could be tracked more easily:
‘Group 1’: Tech stocks
‘Group 2’: ETFs
The groups would be a ‘subfolder’ of the overarching ISA account, defined by the user.
You can then have the ability to go into the Insights tab, select each group and look at it’s performance/ overall position allocation within the ISA.

A post was merged into an existing topic: Feature Request - Portfolio Folders

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