Net Wealth by Asset Tags
complete
Anthony Ingeri
It would be great if the net wealth visual (pie chart) could display asset allocation as a percentage using the asset tags.
For example, I might have VAS tagged as 'Core - Aus' and VGS tagged as 'Core - Global' and GOLD tagged as 'Defensive - Alt.' and cash as 'Defensive' - it would be great to visualise so I can see easily how I'm allocating my assets towards my strategy.
Those that don't have tags could be 'other' or 'no tags'
I appreciate that you can do this as part of your automation / targets but this would be a great feature.
Many thanks
Hayden Smith
complete
Our dashboard update allows you to view detailed information about the collection of assets that you've tagged. It should be visible on the right sidebar after tagging :) If you need any further help reach out to the team help@pearler.com
Hayden Smith
under review