Percentage of holdings based on cost of holding

New Features
#1

Hi,
I am loving the Navexa management tool you have provided. I have no regrets switching from the other one I was using.

This may already be available and I have not yet realised it, however, is is possible to have a report of the percentage of holdings based on the initial cost of the holding rather than the current exposure value?

#2

We love having you on board!

That is an interesting feature idea! I don’t believe we currently have anything like this. (@Navarre correct me if I am wrong) Just to flesh it out a little bit more…

Would you be after something like the a diversification treemap, but instead of displaying current value, displaying cost base?

Or perhaps a table view, similar to our current holdings list?

#3

Thanks for the reply. What I had in mind was the same layout as the Portfolio Diversification Report only using the value of the holding total purchase price.