You group assets in the Dashboard tab Holdings with + New Group. This way you see the total value, portfolio allocation, cost basis, market value and overall performance of several assets together.
In the example, we create a new group for all AI Assets.
1️⃣ Open the Holdings tab in the Dashboard.
2️⃣ Select the first asset you want to add to a New Group.
3️⃣ Select + New Group, enter a name and confirm with Save.
4️⃣ As in step 2, you can then add more assets to your group.
5️⃣ Done! You now track the total value, performance and cost basis of all assets in your group.
What happens next?
▸ Where do I see it? The group appears in the Holdings tab with the totals of all assets it contains.
▸ Undo: You can remove an asset from the group again. Once all assets are removed, the group is deleted.
Coming soon
▸ Toggle to temporarily deactivate the group view
▸ Pie chart: including groups in the holdings allocation in the Insights tab