New feature: New
Keep your accounts apart, see them together
Split your holdings into as many portfolios as you have accounts. Every total still adds them up when you want the whole picture.
One long list of holdings stops being useful quickly. Your pension is not your trading account, and neither is the crypto you would rather not think about.
Portfolios are tabs now. Each one has its own holdings, its own allocation and its own return, and there is an All tab that adds every one of them together.
What follows the tab
- Allocation charts, by category, sector, country and currency.
- The performance chart, with any other portfolio laid over it for comparison.
- Cost basis and return, calculated per portfolio.
Goals stay whole wallet on purpose. Your emergency fund does not care which tab the cash is sitting in.
