New Portfolio Grouping Feature: Organize Holdings by Sector, Industry & More

Key Concepts

• Portfolio Grouping: A new feature within portfolios allowing organization of symbols.
• Grouping Options: Sector, Industry, Country, Asset Type, and Custom Tags.
• Custom Tags: User-defined categories for portfolio symbol organization (maximum of 10).
• "Not Indicated": A category displaying symbols not assigned to any grouping.

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Introduction to Portfolio Grouping

This demonstration introduces a new feature in portfolios called “portfolio grouping,” designed to enhance organization of the symbols held within a portfolio. The feature is accessible via a dropdown menu labeled “group by” located in the top right corner of the portfolio interface. This menu provides several pre-defined and customizable options for categorizing portfolio holdings.

Available Grouping Options

The “group by” dropdown menu presents users with the following grouping options:

• Sector: Organizes symbols based on their respective economic sectors (e.g., Technology, Healthcare, Financials). Selecting this option dynamically creates dropdown menus for each sector present in the portfolio.
• Industry: Categorizes symbols by their specific industry within the broader economic landscape (e.g., Semiconductor Manufacturing, Pharmaceuticals, Banking). Similar to Sector grouping, this creates dynamic dropdowns.
• Country: Groups symbols based on the country of origin of the company. This allows for geographical analysis of portfolio holdings.
• Asset Type: Classifies symbols according to their asset type (e.g., Stocks, Bonds, ETFs). This facilitates asset allocation overview.
• Custom: Enables users to create and utilize up to ten user-defined tags for grouping symbols. This provides flexibility for personalized categorization.

Utilizing Custom Tags

The custom grouping option allows for highly tailored organization. The process involves the following steps:

1. Selection: Select “Custom” from the “group by” dropdown menu.
2. Editing Window: An editing window opens, allowing the creation of custom tags.
3. Tag Creation: Users can create up to ten unique tags. The example demonstrates the creation of two tags.
4. Symbol Assignment: Within the editing window, users assign each symbol to one of the created custom tags.
5. Confirmation: Clicking “Done” applies the grouping.

The "Not Indicated" Category

Any symbols within the portfolio that have not been assigned to a specific grouping (either pre-defined or custom) are automatically placed into a category labeled “Not Indicated.” This ensures all symbols are accounted for and highlights those requiring categorization.

Practical Application & Benefits

The portfolio grouping feature provides a streamlined method for analyzing and understanding portfolio composition. For example, a user might group by sector to quickly assess exposure to different areas of the economy. Alternatively, custom tags could be used to categorize holdings based on investment strategy (e.g., “Growth Stocks,” “Dividend Payers,” “Long-Term Holds”).

As stated in the demonstration, “check this feature out today and we hope you enjoy,” highlighting the immediate usability and potential benefits of the new functionality.

Conclusion

The portfolio grouping feature offers a versatile and user-friendly approach to organizing portfolio symbols. By providing both pre-defined and customizable grouping options, it empowers users to analyze their holdings in a manner that aligns with their individual investment goals and analytical preferences. The inclusion of the “Not Indicated” category ensures comprehensive portfolio oversight.