Add a Categories/Labels Column to the Investments Portfolio (edited)

james01

A huge feature for me to be able to use the investment portfolio tab effectively is to add 'labels' to different investments (custom column) so that I can visualize and group my investments by categories that I create. This will greatly help in me deciding allocations.

Alternatively, a quick workaround could be for me to be able to download the entire list into excel so that I can do on my own. Adding a column for account type when downloading would also be really helpful.

Coach Natalie

@james01, thanks for posting your requests to the Community!

I went ahead and edited this request to include just the part about adding a Categories/Labels column to the Investments Portfolio, as you want to outline just one request per Idea post in accordance with our guidelines here:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

With that, I'd suggest checking out these existing requests for the other items you mentioned:

https://community.simplifimoney.com/discussion/1738/add-an-account-column-to-the-investment-holding-view-edited

https://community.simplifimoney.com/discussion/5724/ability-to-manage-investment-categories-under-settings-edited

https://community.simplifimoney.com/discussion/933/investment-portfolio-allocations-with-graph-edited-1-merged-voted

https://community.simplifimoney.com/discussion/5836/ability-to-download-export-net-worth-and-investment-balance-data-edited

For any additional requests, such as having the ability to download or export Investment Holdings, please create a separate post so other users can vote on that particular request accordingly.

Thank you!

-Coach Natalie