Adding in "Notes/Remarks" section in Portfolio

Hi, was just thinking that if possible, including a “Notes/Remarks” column in the Portfolio page would be extremely useful to jot down notes and get a quick view via the Portfolio page. Now, the only Notes section is within each individual counter’s page, which can be quite hard to track and monitor.

Just a suggestion - happy to see if other Friends are keen on this feature!


Hi Kit,

This feature might already be available ->

If you check this -> “Portfolio Summary - Display Portfolio Summary (Displays an area for you to take notes about your portfolio)”

It should be what you are looking for.