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Allocation sub-categories

Completed
Submitted Jul 15, 2025 by Andersson-Berg

Hi guys
Please make it possible to make subcategories in allocations.

It’s imperative to be able to split, for example, corporate bonds and government bonds, different types of commodities etc.

Thanks!
Michael

1 votes

Discussion (2 comments)

  • ralv
    Allinvestview
    Dec 05, 2025 08:52

    That's an excellent suggestion! I'm happy to confirm that the functionality to create and view allocation sub-categories has been implemented and rolled out! 🎉We've also improved the design of the Allocations page (https://www.allinvestview.com/stock_management/)

    You can now:
    -Split Categories: Define specific sub-categories within your main allocations (e.g., 'Corporate Bonds' and 'Government Bonds' within the 'Fixed Income' category).
    -Detailed Breakdown: See the percentage and nominal value breakdown of these sub-categories in your portfolio analysis (Asset Allocation chart in the Dashboard).

    Thanks for your valuable feedback! Let us know if you see any issue.

  • Andersson-Berg
    Mar 17, 2026 09:46

    Great!!!

    Another feature which is critical is the ability to add management fees in % on funds.

    It would also be great if you could implement so that returns minus inflation (real returns) are generated and visible.

    THank you so much for your support

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