Group titles across portfolio

English Reports
1

Hello Community.

I am new using PP and I find it great ! I got rid of several excel files thanks to this tool.
Also, please pardon me if I am not using the right words… I am neither an English native, nor a professional trader !

Here is my need.
I have 2 accounts where I invest on ETFs. Why 2? Because all of the ETFs of the world are not available in any of the account + taxes are not the same on those different accounts.

Therefore, I have ETF X on account 1 and ETF Y on account 2. But X and Y are in the same “theme” . Let’s say X is silver and Y is Gold.
How can I show in a donut the percentage of “precious metal” in my entire portfolio ? (which is ETF X and ETF Y combined).

Thanks for your help.

2

hey there, you need to leverage the taxonomy feature of the tool, it will allow you to achieve this easily (and much more)

3

Thanks a lot @spartok!

I’ll study the user manual about this feature.