Ability to create "Views" for Investments (edited)

TommyMac
TommyMac Member ✭✭✭✭
edited November 2021 in Feature Requests

Right now investments are pretty simplistic, and I don't expect Simplifi to be a power tool for them, however, it would be great if you could create "views". I'd love the ability to assign a stock to an investment portfolio view. Even though they are all in the same investment account, I'd like to see them as "EV Investments", "Oil Stocks", "Retail stocks" etc. So when I look at them, I can see how specific investment plays are doing.

5 votes

Active · Last Updated

Comments

  • jason
    jason Member
    Came here to say this same thing - I wish the investment views were more powerful.
    1. What % of my total investments are in which accounts?
    2. What does my portfolio allocation look like within each investment account and as an overall portfolio?
    3. What was the increase on a mutual fund (Cannot believe it just shows 0.0% all the time...) the day prior?
    4. What was the total value change over time? 
    These were all pretty basic features in Mint which indicates they should be able to be in Simplifi 
  • Mamote
    Mamote Member
    YES! Please.... start with the basics...