I would like to group my holdings into two groups: Dividend Investments and growth investments. I had difficulty getting the “Custom Groups” page to work. Is that the function I should be using? Wouldn’t creating another portfolio cause complications when my broker uploads data?
Secondly, I would like to add some customised columns to the available reports. I don’t see a way to do this on the website. So presumably I could download a .csv into a custom spreadsheet on my computer and manually add the extra information?
Hi @Bryan, do you have any holding that falls into both ‘dividend’ and ‘growth’ buckets? The custom group should work fine if there isn’t. But let me know if you notice any issue.
Yes export the report to a spreadsheet and manually update the column will be the way to go. Can I ask what kind of report and information that you want but isn’t available on our current report? Just want to understand the use case. Thanks!