Grouping of Model Portfolios in Home Page
planned
M
Managing Lobster
It would be most helpful to have additional features that make it easier to organize model portfolios and watchlists. Grouping (expand/collapse) would work well with the model portfolio layout. With the way the watchlists are organized across tabs, I'm not sure of the best way, but some ability to group, organize, filter would be great.
Conor MacNeil
updated the status to
planned
Conor MacNeil
updated the status to
planning
Conor MacNeil
updated the status to
under review
Conor MacNeil
Merged in a post:
Archive Model Portfolios
S
Spicy Lark
Would be nice to be able to archive or put a "deactivated" model portfolio inside a folder or hide it somehow. We sometimes will phase out different models but want to keep the history for tracking purposes.
Conor MacNeil
Merged in a post:
Portfolio Groups
E
Exceptional Dinosaur
Groups within the Model Portfolios tool similar to the feature in Watchlists.
Conor MacNeil
Merged in a post:
folder system
F
Fuchsia Armadillo
I would like to have a folder system for model portfolios, templates, etc. I create different models to compare vs a portfolio and I don't necessarily want to delete it and have to rebuild later but I would like to be able to hide it so I don't have to go through a long list of things when looking for something.
Conor MacNeil
Merged in a post:
model portfolios tags
U
Ube Otter
can add tags while creating model portfolios. so i can filters portfolios based on that tag
Conor MacNeil
updated the status to
open
Conor MacNeil
Merged in a post:
Model Portfolios - Categories
W
Walnut Emu
Model portfolios looks amazing! It would be nice to categorize the portfolios into "buckets." For instance, allowing users to create custom (I.e., Model Portfolio, Passive Strategies, and Active Strategies) and assign models to these categories. This way, I can easily search for and find models within categories rather than taking more time to search through the list of multiple model portfolios.
Conor MacNeil
Merged in a post:
Ranking our model portfolios by Groups
Y
Yellow green Nightingale
Could you please add either different layers like watchlists with groups in MP.
It will helps us to have severals groups, just move MPs from one group to another one easily. I want to rank my portfolios by differents groups : LONG ONLY and LONG SHORT or Equities and Multi assets...
Thanks
Hicham
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