Editable Dashboards

Roadmap Proposals
1

Being able to create your own dashboard, with chosen charts and/or simple tables.
Charts, metrics and tables from portfolio would have an option to add to a chosen (or new) dashboard.
Some current or future reports (eg. upcoming dividends) could have widgets to be added as well.

This is for overview, not exploration, so you can override the date period, and that’s it. Everything else is “baked-in” into the widgets. You can edit the widgets though - clicking on them takes you to the original source (eg. Portfolio) where you can change the filters, options, etc.

You should be able to create multiple dashboards and they should be exportable for sharing with others.

2 Likes
2

Having spent some time building dashboards in systems like Splunk and Kibana, this is something that came to my mind just as I saw the summary page. That would truly be a killer feature! :slightly_smiling_face: So nice to see it’s already considered.
Keeping my fingers crossed for this to happen! :crossed_fingers: