Hi,
The current Watchlist and Portfolio modules are missing a few important personalization and organization features that would greatly enhance usability and efficiency:
- Watchlist Enhancements:
- Add an option to include personalized text notes or tags beside each stock (e.g., buying range, review range, investment horizon, remarks, etc.).
Allow icon-based labeling (e.g., long-term, short-term, high conviction).
Enable quick inline note editing without navigating away from the list view.
- Portfolio Enhancements:
Add functionality to group holdings** by custom Label names (e.g., Focused, long-term, Advisroy1, Advisory2, Others) and system-defined sectors/industries
Provide sector-wise and theme-wise breakdowns (auto-categorized classifications).
Option to collapse or expand each group for a cleaner overview.
for reference attaching screenshots.
These updates would make portfolio tracking and stock monitoring more structured and intuitive, especially for users managing multiple strategies or themes.