I have crowdlending and crypto in my portfolio. I have created a new asset class fort both, and then i is easy to do dashboards with only those asset classes. However, I want to do one dashboard with the equity, debt, real estate, commodities (basically my stocks, bonds, gold). However, how can I most easily group them into something, that I can use in a dashboard without needing to add an extra category to all of my securities (and more importantantly having to remember to add the correct category in the future also)?
Hi @lsolesen
Did you manage to find a way to group your securities? I am trying to do something similar based on ownership of assets and sub-accounts for multiple strategies, but am not sure if there is a way to easily chart it afterwards.
Thanks in advance for sharing your solution!