Add a column that shows the percent of total for each position held in your portfolio (edited)
bretstu
Member ✭
Please add a column that shows the percent of total for each position held in your portfolio. This feature will help to see which positions you are under or over weight based on your target.
Tagged:
5
Comments
-
I'm surprised this isn't requested more often. When rebalancing a portfolio, it's super helpful to be able to see the percent of total for any given position (both overall and per-account).
1