Model Portfolio Filter
complete
H
Harlequin Starfish
As we build out more portfolios in the tool, it would be nice to have a filter and tags for the portfolios. For example, we have a suite of benchmark portfolios that could be tagged "benchmark". Then we have an ETF portfolio and a hybrid MF/ETF suite that are live. We could take those as "Active" or "Live" or "my model allocations". Then it would be nice to have a tag for "draft" for models we are building out or working on. The filter would allow you to look at only the type of portfolios you want to see at the moment and hide the ones you don't
Conor MacNeil
updated the status to
complete
R
Rob Koyfman
Harlequin Starfish This is great feedback, thank you.
How would you feel about having tags, as you suggested, vs. folders.
H
Harlequin Starfish
Rob Koyfman: folders would work too. Tags or filters might be easier to navigate but any sorting function that makes sense.