Group holdings (ETFs) into regions - International, AUS, Asia etc

New Features
#1

I was looking how can I classify by ETFs holding to International, Australia etc. as classification field shown below is un-editable. It may help me to see how my portfolio is split between different regions , and hopefully sector by value graph could be more meaningful.

The value from the feature is to visualize the exposure of portfolio (multiple ETF) to a region.

#2

Hi @Sach we’ve just released a new feature called Custom Groups. This will allow you to setup your portfolio exactly how you described.

Check it out and feel free to give feedback on it.

#3

Thanks @Navarre I have shared my feedback to the main thread :slight_smile: