Back to Feature Requests

Combined view breakdown

Under Review
Submitted Oct 27, 2026 by Fishtango

Currently, I can't see the allocation of portfolio sleeves with in a Combined Portfolio. I'd like to see a portfollio "sleeve" breakdown function within a Combined Portfolio. This would allow me to see the allocation of each sleeve (e.g. Portfolio A 37%, Portfolio B 21%, and Portfolio C 42%) within the Combined View. It can live as an option on the existing asset allocation screen complimented by the existing pie chart drill-down behavior. The additional benefit/desire is to then being able to drill through to the sleeve level holdings.

0 votes

Discussion (0 comments)

  • No comments yet. Be the first to share your thoughts!

Leave a Comment