You can group multiple assets to track their overall value, performance and cost basis.
In the example below, we are creating a new group for all our "AI Assets".
Go to Holding in your Dashboard.
Select the first asset you want to add into a New Group.
Select + New Group and enter a Name. Then Save your selection.
As in step 1. you can then add other assets to your group.
Finished! Now you can see the collective value, performance and cost basis of all assets in your group.
You can also remove an asset from your group. Once all assets in your group are removed, the group will be deleted.
Upcoming Enhancements:
A toggle to manage visibility of these groups.
Integration of groups into the allocation pie chart for better insights.