All ideas

Cash Accounts - toggle on and off

Please add a filter to the portfolio and most reports to include/exclude cash accounts from display and calculations. For example, with Portfolio Diversification it would be better to have the option to see a comparison between sectors without cash diluting the percentages. If half of my shares are Energy and half are Materials but I hold 20% cash then the report displays 40% for each of the two sectors. Sometimes that is good to see, sometimes not. Likewise with the main portfolio page, cash increases my total 'holdings' and therefore reduces my performance in percentage terms. I think cash is a sufficently different animal that it should not just be treated like another share. See also https://feedback.navexa.io/feedback/91804