Hello:
Not sure if this is possible, but i would like to keep track of a group of individual stocks. Is there a way of creating a view or something along that lines that one can select only specific stocks as a group vs a whole account.
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That’s excellent, thank you. I was also wondering if a custom filter could be created under Reports->Holdings. All i can see is creating a custom filter by account(s), but not individual stocks?
By stocks not, just by classifications if I am remembering it right.
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Too bad, would be a great plus if a user could do that
Hello, but the classification/Taxonomy should be able to do that, shouldn"t it ? You create a new Taxonomy with only your group of securities and then you have the Pie Charts giving the same kind of view as Report/holdings
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