Multi-Select Filter for My Portfolio
under review
Conor MacNeil
updated the status to
under review
Conor MacNeil
Merged in a post:
Select the portfolios I want to see in My Portfolio
I
Impressive Mollusk
we have different type of accounts, we should be able to combine vaious accounts as needed, right now it's only all portfolios or one of them. What if I want to see all my registered accounts together and exclude non-trgistered accounts, that's not possible currently and would be extremely useful
Conor MacNeil
For context, it's one 'Portfolio' for all underlying accounts. We do support this in Client Portfolios, but this is a good suggestion for My Portfolio.
E
External Stingray
Conor MacNeil - Hi Conor, could you give an indication if this is something you’d be likely to enhance in 2026?
Conor MacNeil
External Stingray Hey Alastair.
To be candid it's not something I can confidently say we will work on this year. It's not on our immediate term roadmap (H1 2026). It's also not highly requested so while it's not impossible we'd work on it in the second half of the year, it's the case that I just don't know that at this stage.