Display a distribution of ETF vs. Single Stock in a portfolio

[c_m]

I would like to have the calculation and display of distribution of ETF vs. single stock entreprises in my portfolio (for ex. 60% ETF + 40% stock market of singles entreprises).

How to set or detect from ISIN this information in stock market share section in the software ? And how to get diagram in the report only by this information (or global + distributions within each part of the graph in a splitted circular diagram) ?

Best regards.

[Sn1kk3r5]

There is no built in feature within PP for your request.

But you can try working with this:

Automatic import of classifications

Hi, thanks a lot for this great piece of software and all the efforts you put into it! Are there any plans on supporting dynamic import/fetching of classifications? I’d like to add all ETF holdings to an ETF via classifications. Doing this manually is not an option (e.g. MSCI World contains around 1500 holdings). So far I didn’t find any free/cheap API which provides this information in an uniform way, but the emmitents provide this information for free. However, all emmitents are using dif…