Allow Portfolio Groups - to allow an overview of multiple portfolios
I have multiple broker accounts, so like to have one portfolio on Stockopedia for each broker so that I can compare & reconcile to the broker's portfolio screen on the broker's site. However I would also like to see the overall picture of all the portfolios (without the need to re-enter and maintain a second copy of the same data). This would be possible if I could set up a super-portfolio to which I could add existing portfolios already on Stockopedia, so I had a combined view of the lot.
This is something we’re considering building – any more specifics on what you’d like to see would be helpful.
Agree with "seasons" comment paragraph 2 of Oct 20th - ability to create a read-only "group" or "composite" portfolio, select any other defined portfolios.
"holdings" tab woud show one line containing the sum of all holdings in the included portfolios - nice to have would be to be able to drill down to see how much in each portfolio.
"transactions" tab would list all the transactions across the set of portfolios, perhaps indicating the origin portfolio for each one.
"analysis" and "allocation" tabs: aggregated view across all portfolios, again, nice to have a drill down to show the individual portfolios too.
"news" - for all stocks in the set of portfolios
"events" - aggregated events for all portfolios, ideally each on showing which portfolio(s) it relates to.
For me the "holdings" and "events" views would be the most immediately useful.
Relationship of composite to real portfolios should ideally be many-to-many. i.e. a real portfolio might be referenced by more than one composite.
I think copying and moving selected transactions to another selected portfolio on the transaction tab would be useful.
Furthermore, in order not to duplicate data, the concept of 'group portfolio' could be introduced which simply contains a list of other portfolios. It would show a consolidated data from all of them -- and should probably be read-only.
Slightly relevant: show percentage of unrealized / total gain of the overall portfolio. A "returns" section (1week/1month,etc) would also be nice ;)