This one has been a long time coming, but you can now use all grouping options in the Portfolio Diversification report.
This includes custom groups.
We have also added a toggle for switching to a pie chart if that’s how you prefer to view it.
Enjoy!
This one has been a long time coming, but you can now use all grouping options in the Portfolio Diversification report.
This includes custom groups.
We have also added a toggle for switching to a pie chart if that’s how you prefer to view it.
Enjoy!