Donut Graph Filter/Funnel Icon Not Working

English
1

I’m having an issue with filtering the Donut Graph in Portfolio Performance.

My goal is to view a Donut Graph of my entire portfolio and then filter it however I want — for example:

  • only ETFs

  • only individual stocks

  • cash

  • regions

  • industries/sectors

I already created custom taxonomies (ETFs, Stocks, Regions, etc.), but in the “Asset Classes” tab the funnel/filter icon does not work for me. When I hover over it, it only says “Filter securities based on the shares held,” and I cannot click it or select any taxonomy filters.

My taxonomies are fully set up, but I still can’t filter the Donut Graph like shown in tutorials.

Does anyone know what could be causing this or how to enable the filter properly?

Any advice would be appreciated. Thanks!

2

Hello,
There are several Donut Charts, one in Performance/Holdings, and one in each taxonomy.

I think you speak of the taxonomy one. The funnel icon does not work here, it is supposed to be used in the other taxonomy view, the first one for example where you list and assign security to the level you want.

In the donut view you can filter by portfolio and accounts however. It is one of the other icon, one with three layers.

Next to the Donut chart you also have the ‘pie chart’ or ‘sun chart’ which is similar but in this one you can click on it and it should ‘zoomed’ in the category you clicked.