Dear Team,
I would like to request a new feature that I believe would make portfolio management much more convenient.
Currently, we have grouping options such as Position-wise, Collapse/Expand, and Underlying-wise Grouping option, which are very useful for organizing and viewing positions.
Similarly, it would be very helpful if you could introduce a feature that allows users to group and allocate Equity Holdings based on custom groups. This would make it easier to organize holdings, track investments, and analyze portfolios more efficiently.
I believe this enhancement would greatly improve the user experience, especially for users managing multiple equity holdings.
Kindly consider this feature request in a future update.
Thank you for your time and consideration