Breakdown of investment holdings per account

Huemul
Huemul Member
edited December 4 in Feedback

Hi,

Would like to suggest account investment holding breakdown for individual investment accounts. This is available for individual securities/stocks within the account or combined in the Investment Insights but it would be extremely useful if you can break it down in percentage based on market value.

Thanks!

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Huemul,

    Thanks for the feedback! I am unsure what you are requesting concerning Holdings breakdowns since the Investments Portfolio section does break down each Holding in your Investment accounts already. Could you please go into more detail on what specifically you are requesting?

    Thank you,

    Coach Jon

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