Add holdings include in etf

In Progress

For etf add list of holdings with columns : symbole, name, isin, sector, location, exchange, pondération %, amount invest based on portfolio for this etf. This list can be export in csv.

For all etfs in portfolio, global view $ et % invest by holdings companies with same column than upper and add a field who contains all etfs with this companie in it.

When this will be available I will subscribe. Thank’s

3 Votes

Comments

  • Allinvestview Aug 11, 2025 16:38

    Hi! We’ve already completed the first part — you can now see the detailed ETF holdings list with all required columns (symbol, name, ISIN, sector, location, exchange, % allocation within the ETF, and amount invested based on your portfolio total value).
    You can try it right now in the individual stock pages, for example:
    🔗 https://www.allinvestview.com/dashboard/stock/VT/

    The second part — the global view across all ETFs in your portfolio, showing the $ and % invested by underlying companies, plus the list of ETFs containing each company — will be released soon as part of a new Report we’re adding.

    Once that’s live, you’ll have both the per-ETF detail and the full look-through report.

    Thanks for your interest — we’re looking forward to welcoming you as a subscriber!

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