Holding Groupings

I want to be able to sort my different holdings into custom groups. Kinda like sectors.

Then I can view the portfolio and see the different groups performance.

Yes I would also like to be able to group by sector and industry too.

2 Likes

Waiting for this feature too! will definitely help when trying to rebalance a portfolio comprised of ETFs which cannot be automatically categorised.

Been wanting this feature (custom groupings) since migrating to Navexa bring it on!

We are planning on doing this one soon! We’ve had quite a few requests for this.

We would love to get more detail on how you would use this particular feature, so we can build the best version.

I’d use it for seperating my holdings by asset class.
So the headings for my hypothtical group would be:

  • Investment Properties
  • Australian Stocks
  • US Stocks
  • Stocks Aquired Through Crowdfunding
  • Private Companies I Run/Controll
  • Peer to Peer Lending
  • Cash Accounts

It would be great to also be able to hide certain catagories in some reports (eg: I might want to hide my cash accounts in certain cases - like determining what area I would like to increase my exposure to or I might exclude private companies I own when I’m looking to take some profits).

Yeah I second this @tony

The contributions report is really good for this sort of analysis on a stock by stock basis. But being able to dive into it on an asset class basis would be awesome too.

IMO the more features Navexa can roll out that give me tools to better understand where I’m winning and losing within my portfolio, the better!

1 Like

Quick Update on this:

V1 is now live! You can now group by Exchange, Industry, Sector etc.

V2 will consist of a way to setup your own groupings. We’ll look at building that in the coming weeks.

5 Likes

Yes, we definitely need custom groupings as V1 is confusing stock/ETF/LIC’s and arranging them incorrectly.