Investengine’s drill down features are great but is there a way to see the total unique holdings figure across all portfolios?
If not, feature request please.
Hi @Snippy,
If you got to the Analytics tab (top of the page on Web) there’s a holding option here. It defaults to show all portfolios. Navigating to that tab on the app is a little different, you need to click on the four squares icon at the bottom right to find the Analytics tab.
Hopefully this is what you’re after? Please do give us any feedback you have…whether its on finding the information or on what we’re showing, its always great to hear if there are things we can improve.
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Fantastic, just what i was looking for. Thanks.