Difficult to figure out investment categorization
complete
A
Andrew Mickley
within the investments tabs (review, holdings, compare), I don't think there is a way to "click into" and filter based on the categorizations.
For example, I want to know what holdings in what accounts are classified as "other" or "unclassified". I couldn't figure out a way to do this other than asking dora.
It would be great to see an ability to see position level information and categorization within he holdings tab. Then an ability to filter those holdings to see what is categorized as "other" or "unclassified" and adjust from there.
Taylor Stewart
updated the status to
complete
On holdings tab, you can now view by asset class and filter by type to show "other" or "unclassified"
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