Portfolio Groups

I had a suggestion for the portfolio overview. In addition to my periodic investment pies, I also have individual investments. I currently use Scalable Capital in addition to Trading 212 and they have A handy feature called groups. This allows you to sort your individual shares into different parts to easily gain insight into your investments of a certain strategy without using the pie investments.And if it were possible to add a whole you to the group that would be helpful too.

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Would it be possible to allow a user to add a custom label to their stocks to allow grouping. E.g. I’d like to label stocks by a reporting type such as “Financial”, “REIT”, “Transport”, “Consumer”.

It would be great if the interface allowed a way of viewing your portfolio value grouped by the custom label so you coudl easily see the diversity of your portfolio.

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Mooi voorstel denk dat ze daarbij kunnen kijken naar voorbeeld van scalable Capital maar dan uitgebreider dat maakt het soorten namelijk inderdaad fijner: Nieuw: Portfoliogroepen in de Scalable Broker

Hello, @Dion24 :wave:

That sounds like a great suggestion, and I’ll be happy to forward it to the team. We’ll let you know if there are any future developments.

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Anything enabling or simulating portfolio buckets and subsets will have my thumb up :smiley:

I am considering using pies as workaround, mainly to help me focusing on the momentum stocks without the noise of all the other positions. Of course, there’s more to grouping, flags and buckets than just making a few stocks disappearing from the landing page…

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This would be brilliant. I too want to be able to add custom labels to my holdings and organise my views by them. I’m doing a whole load of Excel to do something similar but in my case I want to keep an eye on the proportion of my overall portfolio I have in ETFs, dividend stocks, large/mega caps, other non-US stock.

I have some Pies that are ÂŁ cost averaging in very small amounts so I still want to filter those out still, a different form of tagging/grouping my stocks would help massively in helping me to maintain a balanced portfolio

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And it would also be nice you can Share your groups like the pies do you can chare your Active trading strategie with others like et eToro with copy trading

@Veselin.V Is there any update?