Use Filters in Exposure Report to reduce size

• What feature do you want to see in Sharesight?
New Exposure Report can be helpful but need to be able to filter to reduce the number of holdings. With a modest number of ETFs, the length of the report can be huge. Just set is so we can filter a select group of stock to be used in the report. Will reduce processing and loading time too I expect.

• Why do you want it?
Pages and pages of rows in the current report.
Unfortunately doesn’t include holdings in LICs or large Managed Funds but can understand why this would be complex to do.

• How is this affecting you?
Not as easy to use as it might be. Takes a long time to load and to search through.

• Do you currently have a workaround solution? If yes, what is it?

• Can we reach out in future to ask follow up questions about this idea?