Currently, users investing across multiple mutual funds for different financial goals see their entire investment portfolio combined as a single view. This makes it difficult to track progress and understand how much has been allocated toward each individual goal.
Requesting a feature that allows users to tag or categorize each mutual fund investment against a specific financial goal (e.g., Retirement, Child Education, Home Purchase, Emergency Fund, etc.).
The portfolio dashboard should then provide:
- A goal-wise breakdown of the total portfolio
- Total invested amount and current portfolio value for each goal
- Performance/returns tracking at an individual goal level
- Ability to add, edit, or change goal tags for existing investments
This would help users better track their financial goals and understand whether each goal is progressing as planned rather than viewing only the overall portfolio value.