Filter Dashboard by Category

Completed

Add the ability to filter the dashboard view by category so that users can see performance, allocations, and transactions only for assets in the selected category (e.g. Equities, Bonds, Options, Custom Assets, Global, EM).

Why:
-Helps users analyze subsets of their portfolio without noise from other categories.
-Useful for checking performance of specific asset classes in isolation.

1 Votes

Comments

  • Allinvestview Aug 18, 2025 10:54

    Category filter support has been implemented — transactions, bonds, and options are now able to be filtered by category. Dashboard links from category allocation table allows to open filtered views

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