Feature I would like

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  • #79470
    Nelson Brady
    Participant

    When looking at my portfolio where it shows the individual stocks for this month I would like some indication of which strategy they are in. Could be some marker or by color or whatever. Not sure what to do in the case where more than one of the strategies put the stock there.

    #79475

    You can always switch the pie chart to the strategies view and then you can click on a strategy to see the selected stocks of this strategy. If two strategies select the same ETF then the allocations are just added.

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