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

james01 Member
edited January 10 in Feature Requests

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.

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