Is there a possibility in grouped accounts that the folders could be drop down as in the taxonomy-asset class?
For portfolios with many stocks it would be good
Or another way would be to be able to see yields, gains etc (like in grouped accounts) in taxonomy.asset-class
Thank you
Hello, I am not sure to 100% understand, “for portfolio with many securities it would be good”, in grouped accounts you do not combined securities but accounts.
You can add multiple accounts at the same time to a grouped account/filter by right click “Add” or “Assign”