I really like the insights tab on the app as it gives a nice overview of my portfolio.
I noticed though that when I select “Sector”, I don’t really get a true reflection of my sector breakdown because ETFs are lumped in a separate category. As an example, I’ve invested in a Tech specific ETF to get exposure to some of the big name stocks I can’t afford (although I realise this is a bit moot now with fractionals), however my “Tech” sector split looks very low at < 3 % based on my individual stock choices when it’s probably closer to 10 - 15 % with my ETF added.
There’s a couple of potential solutions I can see:
- Assign sector specific ETFs a sector tag for categorisation, or
- Allow users to manually assign sector tags
The latter would be nice as gives some degree of personalisation and would also allow users to select an alternative primary tag for categorisation when an asset fits into multiple categories. I think a fixed selection of sector tags would keep the simplicity of the system.
Realise this won’t be high priority but would be great to see an improvement if it was a quick & easy win.
Thanks Freetrade! Keep up the good work