• What feature do you want to see in Sharesight?
Ability to apportion custom group labels by percentage to one (1) holding (a mutual funds/ETFs).
• Why do you want it?
Would allow a better report of international/cash /sector/industry allocations for example across an entire portfolio. For example a mutual fund that holds 50% Aus shares, 30 international, 20% in cash or fixed or something.
• How is this affecting you?
decades old mutual fund investment often appear in reports as a blob.
• Do you currently have a workaround solution? If yes, what is it?
Spreadsheet (see where I am going with this)
• Can we reach out in future to ask follow up questions about this idea?