Portfolio Holding Weightings
Feature request Implement a new column in the main Portfolio/Holdings table that displays the percentage weighting of each individual holding relative to the total portfolio value. This metric should update dynamically based on the current market value of the asset. Area (pick one) Portfolio Why does this matter? Managing Concentration Risk The most immediate value of seeing a current % weighting is risk management. Without a weighting column, an investor cannot easily see if a single position has grown to a disproportionate size (e.g., >20% of the portfolio). Facilitating Accurate Rebalancing Given portfolio balances shift over time, the portfolio weightings may drift from the original strategy (e.g. 30% in US stocks, 70% in ROW). A weighting column allows the investor to quickly identify which assets have exceeded their target percentage and which have fallen below it. What should it look like? New Column: Add a column titled "Weight %" (or "Port. %") to the Portfolio/Holdings grid. Calculation: (Current Market Value of Holding / Total Current Market Value of Portfolio) * 100 Formatting: Display as a percentage rounded to two decimal places (e.g., 12.50%). Positioning: Ideally placed next to the "Market Value" column for easy comparison. Sorting: The column must be sortable (High-to-Low and Low-to-High) to allow users to quickly bring their largest positions to the top. Example (optional) See above Extra details (optional) See above