looking for custom grouping feature for holdings and watchlists that allows users to create their own categories (e.g., Long-term Core, Momentum Now, Non-Compliant, By Analyst x, Exit, etc…), assign stocks to these groups, and view P&L and key performance metrics for each group individually.
Hi @Nahmja, thanks for sharing this detailed suggestion.
For the watchlist section, you can already create up to 20 watchlists with your own titles. You can assign colors to stocks for easy identification and sort them based on those colors to group similar scrips together.
For the holdings section, we currently allow users to mark investments as Special for better tracking and visibility.
Please find the screenshots attached below for reference.
