Hi!
I would like to know if it is possible to get a view where I can see the % of each holding for an ETF. Let’s suppose I have differents ETFs, I would love to see the % of each holding.
You can do this manually via classification. But as far as I know there is no automatic feature for this.
Its ok if I have to do it manually, but can you explain a little more? I cant see how. Thank you!
You would need to add a new classification. Then it would depend on your exact needs. If you want to see how much of your X ETF is invested in let’s say Apple then you would create a category Apple (and one for every other stock you would like to track) and then search the ETF factsheet for the percentage of Apple. Then you drag all ETF that invest in Apple into this category. Last you need to edit the ETF go to the classification tab and insert the right percentage for Apple. Since the values need to add up to 100% you will likely need a category “others” or similar.
This step you need to do again for every stock you would like to track.
Thank you very much!