Since I have my holdings in 3 different “physical” custody accounts, I would also like to be able to group them into my own “virtual” accounts via the “real” deposits. Technically, it is therefore an additive classification of a holding company, although the analyses can also be carried out using the various classifications! D.h.auch The “real” depots are retained as they are now and the import takes place via these “real” depots. Or the “virtual” depots would just be another view (including filters) than the overall view.

I have several strategic components in my portfolio. The dashboard shows me the development of the entire portfolio - but not the performance of the strategic components, which consist of stocks/ETFs. It would be great if you could not only see the performance of the entire portfolio in the dashboard, but that you could group individual stocks or ETFs from the portfolio and then display this group with the performance figures in the dashboard. So: if I selected 4 titles in the health area, for example, then it would be brilliant if I could define these 4 titles thematically as a group and the performance figures could be displayed on the group.

In order to structure various securities in a portfolio even better, the user should be able to assign their own categories or tags, which can also be filtered. For example: if one of my investment cases is “copper,” then I can identify the positions I have invested in it. The same applies if another case is “gold.” Ideally, you can award several tags (as “copper and “gold” can also be awarded for a corresponding mining share, for example). The feature shouldn't be that difficult to implement either, because all it needs is another database table and Parqet already has rudimentary filter logics that just need to be extended.

Hello, I now have the case that I have the common share and ADR of a company in my portfolio. It would be practical if they were folded together.

I mean like in the overall view, which shows the same share from several portfolios together.

This would also affect a company's A, B or c shares.

I had already read that someone wanted the feature for X-Ray, it said that the shares had to be matched manually. Perhaps this case is easier or an easier solution to it.

Maybe just something for individual stock junkies?!?

I would be delighted if I could select and deselect individual sectors, industries, regions and countries.

And the whole thing is then displayed graphically, e.g. as a curve against the rest of my portfolio or an index (TTWROR/return).

So that I can use the curve to see which sectors, industries, regions or countries are doing or have done better.

The curve could then look similar to the one on the dashboard (ttwror/return)

I hope I was able to get it across in a somewhat understandable way...

Hi everyone,

I would also like to see the percentage rate for the dividend yield, which only relates to the distributed values. I also have some accumulating assets in my portfolio.

z.T. Do you have several ETFs on the same index in a portfolio, or very similar index (e.g. FTSE all Word, Solactive GBS Global Markets Large & Mid Cap). For various reasons, it can be an advantage to keep different ETFs on the same index (z.B. taxes). In order to still have a simple overview of how many% is in which index, it would be advantageous to display the calculated index or even a free text, tag, etc. This would make it possible not only to allocate to the ETF but also to display by index or day.

Hello community! When synchronizing my Comdirect account, both my settlement account and my current and call money account are synchronized. Unfortunately, it is currently not possible to permanently exclude individual accounts (here: current account) from synchronization or to omit them in the dashboard overview. I would like to have the option not to sync individual accounts or not include them.

A way to combine several stocks in user-defined groups, similar to what happens in the “Industry” or “Sector” field. However, grouping into industries or sectors is not always useful (maybe I want to combine several cloud providers, etc.).