Show portfolio pie chart by individual asset
complete
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Delta User
I love the portfolio insights feature with the pie chart. It would be great to see what an individual stock or crypto asset is as a % of total portfolio. At the moment I can see eg stocks as a group make up 15% of portfolio, or by filtering into stocks only, I can see eg Stock A is 30% of the stock category.
I would like to be able to see each individual asset as a % of total portfolio, eg BTC is 7% of total portfolio or Stock A is 5% of total portfolio (stocks, crypto, cash, funds).
Jonny Taulen
complete
You can do this already toggling on the «hide balances» in the sidebar, click the eye icon.
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Delta User
Jonny Taulen this just hides the $ value of the assets. I want to see each individual asset as a % of total portfolio in a pie chart.
- Not just see the % of each type (crypto, stock, funds, cash)
- not just as a % within the asset type (30% of all stocks are Stock A).
I want to see if Stock A is 3% of total portfolio in a pie chart
I’ve attached a screenshot of current view as an example - as you can see, I can’t tell what each asset is as a % of portfolio from this view
Thanks heaps
Jonny Taulen
Delta User This do not "just hide the values", it actually shows you a percentage just like you are asking.
D
Delta User
Jonny Taulen that’s great thanks heaps for your help. It would be cool to see in a pie chart too but this will also do what I need. Thanks for the prompt response
If the pie chart addition isn’t going to be added, would it be possible to also show the % of total portfolio for cash holdings too? (I have clicked the hide / eye icon and can see the % value next to each asset other than cash holdings