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
Discussion (2 comments)
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!
Will this also show breakdowns of an underlying ETF wrappers e.g. when an ETF is simply a larger holding of multiple smaller ETFs (and their weights)?
This will be useful to show where there are overlaps from holding various ETFs which are simply wrappers for multiple smaller ETFs so you avoid being too heavily weighted in a particular one without realising it.
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