Adding an “Analysis” Tab to Model Portfolios
complete
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Incredible Marmoset
Currently, the model portfolios lack an “Analysis” tab, which could function similarly to the “Watchlists” tab. It would be extremely convenient if the following features could be implemented:
1. Create an “Analysis” tab within model portfolios.
2. Add the ability to copy views from the “Watchlists” tab to the new “Analysis” tab.
Conor MacNeil
complete
Conor MacNeil
in progress
Conor MacNeil
Merged in a post:
Model Portfolio Individual Holdings Performance
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Developed Egret
Hi there, feel like we should be able to see individual performance within the model portfolios.. like how would one know a holding is underperforming? thanks!
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Ivory Hedgehog
I think there should be a historical (time series) chart of the performance of individual assets, so one can intuitively see what happened. Also the performance of such assets should be calculated in the same currency as the one of the portfolio
Conor MacNeil
Ivory Hedgehog: This would be a good feature request.
Conor MacNeil
under review
Conor MacNeil
Hey Jackson, have you used the Scatter plot feature before? This can show the performance of the underlying holdings.
Can you detail how else you'd like to see this? What form factor?
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Developed Egret
Conor MacNeil the holdings table and holdings chart positions should be swapped. Then within the holdings table i get a bigger picture of my individual holdings and i can see their individual performance, weighted return, dividend yield, MER, cont., etc.
Just an opinion.
Conor MacNeil
Developed Egret: Hey Jackson, I think we could probably leave the summary page as is, because it is meant to be a concise summary.
We could introduce a table format like in My and Client portfolios, would that work?