NewPro
Portfolio groups: view several portfolios together
Several portfolios can be combined into a group and viewed together. Each group can have its own loss floor, separate from the limits of the individual portfolios.
For whom: Pro
What is new
The portfolio menu has a "Groups" section. A group combines several portfolios, for example all portfolios at one bank. The group view is read-only. Overview, Holdings, Analysis, Backtest, Simulator and Risk Budget then show the values of the whole group. Each position names its portfolio. Purchases, sales and dividends are still entered in the individual portfolio. On the Risk Budget page each group has its own loss floor. The portfolios themselves stay separate.
What this means for you
If you keep portfolios at several banks or for different purposes, you see them together and still keep each one in view. Creating and changing groups is part of Pro. Existing groups can still be viewed and deleted without Pro. On the Free plan, paused portfolios do not count in a group.
Where to find it
In the sidebar, in the portfolio menu, the Groups section holds "Create group".
This entry describes an edgio feature. It is not investment advice. Disclaimer