I would like to have the ability to group different stocks into portfolios for each user. Example: I might have a tech portfolio I call Portfolio A. Portfolio B is a balanced portfolio with a lot of different asset classes. For Portfolio C might be a dividend portfolio. It would be nice to be able to group these at the user’s choice. And show portfolio % gain and loss for time periods. As well as showing the percentage that stock makes up that portfolio it resides in.
I understand there could be some overlap of stocks so some thought would have to go into this to keep it from being messy. Any idea if this is in the pipeline anyone or something similar?
I’m unfortunately based in Ireland so my knowledge of the app itself is very basic