A feature that I think would be useful is the ability to compare two different portfolios in order to evaluate whether the changes made have had a positive or negative impact versus the previous version of the portfolio.
Right now I have a portfolio that I’ve frozen as of a certain date, and I created another new portfolio where I’m making this year’s changes.
A shortcut could be to include other portfolios from the account in the list of Benchmark. Regards, and great app!