Hi there. Reposting my comment on z-connect for a useful new feature:
“This is the most-needed thing. I also need to GROUP my HOLDINGS. Short-term trades with separate p&l, long-term trades with separate p&l, ETFs with separate p&l. You can let people customise the dates, for example, stocks bought on Mar 23, 2026 and Mar 30, 2026 in one group… let them choose the dates and all stocks/etfs bought on that date becomes a separate SUB-HOLDING with its own p&l… let people title this sub-holding as per their wish. OR you can do this by activating a CHECK BOX besides every stock/etf and people can click their desired check boxes and then click a button like ‘Create New Sub-Holding’ and a new sub-holding is created containing only the stock/etfs they had selected via check boxes. Let people create MULTIPLE Sub-holdings like this. This way one can exit a short-term trade quickly with clear idea of how much profit or loss one is making in a group of stocks/etfs bought only for 3-4 days… and the long-term stocks/etfs are in their own sub-holding, undisturbed, and we can easily track our p&l in them exclusively… usually on a profitable day along with short-term trades i also tend to sell long-term stocks/etfs too by mistake, or because of momentary greed… Sub-holdings will stop that, or at the very least remove the temptation. Of course, the main Holdings will remain the default and people can always click on it to see the complete list and total p&l as they have always seen. Will be really really great if you manage to make something like this…”