Add Portfolio by Assets and Currencies

Can we add portfolio by assets and currencies?
With the advent of cryptos as an alternative asset, and as diversification of assets are important, I think we should have this.

Assets by:

  • Shares
  • Cash
  • Precious Metals (Gold, Silver)
  • Other hard commodities (Copper, Palladium, etc)
  • Soft Commodities (Grain, Hogs, Corn, etc)
  • Energy (Oil, Gas, Electricity, etc)
  • Cryptos

Currency by:

  • SGD, USD, EUR, GBP, JPY, HKD, AUD, etc
    (Depending on the assets what are they based on)

As fiat currencies may be in danger, investors may wish to know if they have some diversification into non-fiats.

Just some ideas above for your consideration.

Understand there is already portfolio by exchange, but the above are different. Even if they are traded in that exchange, doesn’t mean the currency is based on where is that exchange.

Hi there,

Thank you for the suggestion. First, let me ensure that we are on the same page. We are talking about this right? →

By Currency

Agree and should not be too complex to do. Hence will queue this up.

By Assets

This is harder because it is not already clear (based on upstream data) what assets each ticker/stock is to StocksCafe. So, I would suggest to use the feature which you can define your own tags → How to Customize Stock Allocation Views - StocksCafe Academy