Enhanced Visualisation Tools: Stacked Histograms, Multi-line Charts, and Allocation Pie Charts for Portfolio and Portfolio Groups
Hi Navexa team, This is a very important and critical feature for family investment management (where one person manages different family members' portfolios). Requested Features: 1. Individual Portfolio View - Holdings Comparison It would be extremely useful to have stacked histograms and multiple line charts displaying the return rate and capital gains for every single holding within a specific portfolio view. This would allow direct visual comparison of performance across all holdings in one portfolio, making it easier to identify top and underperformers at a glance. 2. Portfolio Groups View - Portfolio Comparison Similarly, when viewing Portfolio Groups, I'd like to see stacked histograms and multiple line charts that track and monitor the return rate and capital gains for each individual portfolio within the group. This would enable easy comparison of how different family members' portfolios are performing relative to one another. 3. Position Allocation Pie Charts Additionally, could you please add pie charts to visualise position allocation: Individual Portfolio Level: A pie chart showing the allocation percentages of all holdings within a single portfolio Portfolio Groups Level: A pie chart showing the allocation percentages across all portfolios in the group (representing the entire family's holdings as a whole) These pie charts would be invaluable for understanding current position weightings and making informed rebalancing decisions, whether for a specific portfolio or for the family's overall investment strategy. Use Case Summary: These visualisation tools would significantly enhance the ability to monitor performance, compare holdings/portfolios, and maintain appropriate asset allocation across both individual portfolios and family-wide investments. Thank you for considering this feature request! Best, Thaddeus