Really like the new Exposure Report but I’ve found one issue and have one feature request -
[Issue] - Only the primary Cash Accounts for portfolios seem to be included, giving a distorted view. eg. I have a margin account in IBKR that essentially has a positive cash amount in one currency and a negative amount in another, however only the one (positive) cash account is used in the calculations.
[Feature] - NZ Smartshare ETF’s such as USF do not break down. They are essentially an NZD “version” of the Vanguard S&P 500 ETF (VOO) so should be easy to break out component shares?
Cheers
Grant