Is there any way to show more than just one view on the holdings holdings split ??? I would like to show more than one split at once
Could you explain in more detail on what you are after?
Holdings shows the percentage of each asset in respect to the total of all assets.
I would like to show more than one chart of holdings portfolio, similarly to the “performance” dashboards, so I can have 2 or more charts side by side.
It would also be suuupercool to filter here by reporting period, so we can see specific holdings that we owned for an specific reporting period.
Thank you everyone for contributing.
PP hasn’t got this capability.
A work around would be to export the deposit accounts and load it into a spreadsheet and create the charts there.