Stocks and categories

[revelcsi1iicidem]

Can you update app so we can move stocks in our portfolio into different categories like, energy, tech, healthcare etc so we can be more organised, plus easier to see what’s where and prices

[BullChew]

@George

You will have it . We plan to add a dashboard that will breakdown your portfolio by various metrics like region, industry, currency, etc.

I can’t commit to a certain deadline yet but will keep you posted.

Probably slowly they will focus on this as well but for now there seem to be some other projects in action.

[ChrisC]

Love the idea, and I’m really happy to see that they’re working on splitting them up by sector.

What about user-made categories? I could definitely see the benefit in being able to categorise based on different criteria, such as stocks I might not personally trust that much, or ones I plan to sell as soon as I break a good profit vs ones that are more long-term.

[BullChew]

@ChrisC

What about user-made categories? I could definitely see the benefit in being able to categorise based on different criteria, such as stocks I might not personally trust that much, or ones I plan to sell as soon as I break a good profit vs ones that are more long-term.

I think that for this situation you can take advantage of the upcoming (now in beta) AutoInvest feature where you can customize your selection of fractional shares/ETFs under one pie (“category”).