Grouping of Model Portfolios in Home Page
under review
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
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
under review
Conor MacNeil
open
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
Conor MacNeil
Merged in a post:
Group Model Portfolios
P
Purple Chickadee
It would be very helpful to group models like we can group assets in the watchlists.
Conor MacNeil
Hey Hicham, thanks for writing in.
To help me understand, are you referring to the summary table for the models here? As in you'd like to be able to group those models?
Y
Yellow green Nightingale
Conor MacNeil thanks for getting back. Yes summary table with all MPs.
I have more than 30 MPs and i would like to be able to group them
Having one block named « long only » , another block for long short and another one for others for example.
Same feature you already have in watchlist, where you can add sub groups
Thanks
Conor MacNeil
Yellow green Nightingale: Thanks for clarifying. I agree this would be a welcome addition to the table, and will share this with the PM responsible for model portfolios to know they see this feedback.
Y
Yellow green Nightingale
Conor MacNeil Thank you very much.
Y
Yellow green Nightingale
Hi Conor MacNeil , hope you well.
Any feedback ?
I have more than 50 MPs and its a mess ahah
Would be nice to be able to create groups (below Unclassified / New group1 ) like watchlist in main page in MP
It will be helpful for me to group my MPs
Conor MacNeil
Yellow green Nightingale Hey Hicham, created a short video to provide context here and also share something with you that might be useful in the meantime. https://www.loom.com/share/3dcdc975e9004d669b3aeb181ef3cbb3?sid=b1db1c1c-6191-4313-a168-1f77c5486940
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Yellow green Nightingale
Conor MacNeil thank you very much for you reactivity ! I did it on watchlist yes bit more manual ;) but the label columns is amazing, did not know about it. Thanks a lot !
Conor MacNeil
Yellow green Nightingale Pleasure! Hope that keeps you going for now, but we should add this grouping to Models in the future too :)