Hi @Navarre,
Correct, a different grouping per portfolio is what I mean. There may be many reasons why you choose to group and these may be different depending on the portfolio you select. e.g. you may have an ‘investment portfolio’ where you choose to group stocks a, b & c as these are going to be sold as soon as they pay their dividend and then you may have a ‘trading portfolio’ with stocks a, d, e where you are waiting for the price to hit x before selling. The current settings do not allow this as stock ‘a’ always gets grouped in both portfolios. Hope that makes sense?