Grouping your investments

Content also available for tax entities or on our global site.

Group your investment on the Portfolio Overview Page and Reports by using the ‘Grouping by’ setting to group your investments by:

  • Market
  • Currency
  • Country
  • Investment type
  • Sector classification
  • Industry classification
  • Your Custom Groups


A subtotal for each grouping is displayed. Clicking a column header will sort holdings within each grouping.

Grouping by Portfolio

Last modified on August 19, 2021 UTC

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