Grouping your investments

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

Grouping

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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