I’m using the Overview page (website) for reporting.
Currently it shows the holding as just the code, e.g. VSO, but I would like to have the option to show the name “Vanguard Australian Small Companies Index” or a show description that I can show.
This is especially relevant for managed funds, where the code of MAQ5143AU is displayed, but I would like to have the option to show the name “P/E Global FX Alpha”. Also in the case of MAQ5143AU, the system name is showing “Macquarie Investment Management Limited” rather than the real name. I would like to have the option to have the ability to override the name to show the description which would be viewed in the Portfolio Summary.