Need more control on Portfolio

Hi. I’ve got about 80 positions on my 212 account but need a way to categorise these. I was thinking in the lines of laptop or cloud software to do this so as I can see ups and downs per sector etc

Can you not just use pies and divide them into different categories? Each category will be a pie and you can manage them separately.


Banging them in a pie does seem the most sensible option.

I also think no matter what measures are put in place, monitoring 80 individual securities effectively will be nearly impossible; unless it’s your actual job.

You can do that using Simply wall St

I use pies for that. And Yahoo Finance / Google Sheets for tracking detail.