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Asset allocation: classification that works for funds and ETFs, and tags in allocation

Feedback and ideasStarted by @turbo0 replies

Founding memberIdea makerBug hunter
  1. Editable classification with weights. A fund or ETF can be bonds, stocks or mixed, and it can cover a region (global, developed markets) or several countries. Today an asset gets one country, one sector and one industry. That works for single stocks, not for funds. Please allow:

    • asset class with weights (for example 60% stocks / 40% bonds);
    • regions, and splitting by country with weights;
    • sectors with weights.

    Result today: 98.6% of my portfolio shows as "unclassified".

  2. Tags in allocation. My custom assets came in with tags (the CSV importer supports them), and they show on each asset in the portfolio view. But the allocation view ignores them, so 100% shows as "no tag".

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