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Club existing stocks into groups

With portfolio size increasing,  it becomes difficult to keep track of independent stocks.
Generally when you invest you pick a set of stocks maybe sector wise/ marketcap wise or maybe basis a theme or investment horizon.
I would love to group my stocks into logical groups. So that I can see overall details for that group of stocks. 

I also understand it becomes difficult in cases like what happens when a stocks belongs to multiple groups. But basic grouping be it automatic/manual would help. Especially around sector or marketcap.

1 person likes this idea
1 Comment

Hi Aman,

Thanks so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, this is indeed a great one from a user's perspective. Truly appreciate you explaining how it would help you out. 

We have passed along your thoughts and needs to our product development team for now. Additionally, we have added you to the follow-up list, so as soon as we do have news regarding this feature, we’ll be sure to reach out. 

Feel free to let us know if you have any other questions or feedback.


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