Thanks for building StocksCafe. I am a new member and still exploring the system. I only ran into the following minor issue.
I like to keep track of the ‘Cash’ proportion in my portfolio. In the Allocation tab it shows up under Sector:Unknown and Industry:Unknown. The Sector and Industry of Cash can not be edited like regular stocks. As a result, I have to edit the resulting allocation table every time before publishing it.
I suggest that the Sector and Industry of Cash could be selected or perhaps even better: hardcoded into ‘Cash’ for both.