Love the insights feature, think an improvement would be a clickable insight to show shares invested in.
So when it says I’m 19% invested in Technology I can click that and it shows the shares for Technology I hold.
Insight tells me 11% of my portfolio is ‘commodities’. Looking at the constituents it’s not clear which slice(s) that number refers to.
@Jim_mcgrain yes I agree it can be confusing, hoping my idea gains ground and is taken up, we can then see how our shares split out across the different sectors
This is great feedback, thanks for that. Out of curiosity, how do you use the insights section?
@Greig I use the sector breakdown data to ensure my portfolio is diversified into various sectors so I don’t become too heavy in just one or two. The ability to then click on one of these to list the stocks I hold for a particular sector would be the icing on the cake.
Thanks! Appreciate the further detail. We’re exploring how people use the insights section currently so this is timely feedback.
Things I’d like to see / would use on the insight tab -
- Clicking in the sector to see the breakdown of the holdings in that sector
- Growth by sector so you can see which bits of your portfolio are performing better than others
- Select the index you’re adjusted weighted returns tracks against. Be nice to know how you’re doing against the FT100 or SP&500 as well as or instead of just VWRL.
- Portfolio dividend return for the last 6/12 months.
Great idea(s).
Voted.
The change log for the last Android update said “You can now view your positions as a percentage of your holdings on your Insights tab”, is this working for anyone yet?
@NeilB all good suggestions!
@Master-Sharefu many thanks, I’m hopeful we get some changes in the Insights space…
would love this too