Portfolio Grouping

It would be helpful to be able to group investments into folders.
While the pie function is useful, the ability to group investments into folders would allow for customisable grouping for sorting different categories and type of investments.
This could also allow for better understanding of returns based on our own categorisations.

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I’m pretty sure there are other threads with similar ideas.
I support it and in the interim I’m using pies for grouping.

Welcome to the Community, @SwingTrader :wave:

This is not part of our near-term plans, but I’ll forward it as a suggestion, and the team will consider it for future improvements. Don’t hesitate to share other ideas you may have or vote for things that you’d like to see that were already suggested in this topic.

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