Divide the asset class “Securities” into the asset classes Stocks and Bonds
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AB
I'm new to Parqet Plus and the first thing I noticed was that stocks and bonds, including associated ETFs, are treated as an “securities” asset class. As a result, they are considered together in evaluations z.B for regions or countries. You can certainly see logic in this. But I think that investments in stocks and bonds are so fundamentally different that they should be able to be considered separately.
My specific wish is therefore to divide the “securities” asset class into the asset classes equities and bonds. This is probably not that easy to automate (Scalable Capital z.B has the same problem with its “Insights”, getquin can't either), but that's why m.E is also a point with which you could set yourself apart from the competition.
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Very good! Does the differentiation then only apply to stocks and bonds, or do you solve this directly also for securities that represent commodities or crypto?
Björn Beier
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Let's do something new in the next few weeks :-)