Can I get Performance by Taxonomy? I’m interested in exit/current value and dividends. I’m particularly interested how my speculative taxonomy is performing.
eg Report, Securities with group or filter by Taxonomy
It would go with Performance chart (no values)
I’ll assume this is not possible in PP so I’d appreciate any tips on the workaround.
Report, Securites, Export data as csv.
Open in LibreCalc, Add Taxonomy column manually, filter by taxonomy then add totals.
I’d like PP to filter or group the security performance report by Taxonomy, displaying subtotals and totals.
This would be very useful! Would love to breakdown by US vs Int Dev vs EM holdings e.g. .
Did you ever figure out a workaround?
Hi there!
I also like to break down my portfolio performance. PP does offer this:
You can add a taxonomy and classify your holdings rather easily. I use it in the securities view and also on performance dashboards. It’s quite straight forward once you figured it out.
There are some measures especially in the securities view which are not calculated on a classification level. Hence, for some deep dives I export data to Excel and use it there.
Hope, it helps.
Have a nice day,
ATK
Or, if you’re up to converting your PP xml file into an SQLite database using ppxml2db you could probably get all that you wanted and more by running the SQL query available here: Ppxml2db Taxonomy Query