I currently have different portfolios e.g. CPF, SRS, USD Cash, SGD Cash etc.
However, they are through difference brokers such as Tiger, Webull, POEMS etc.
Is there a way to tag the portfolios by brokers, and also by Cash, CPF, etc?
I currently tag the brokers by putting a note, but this does not allow me to group the portfolio or transactions by brokers.
Appreciate if anyone has found any ways to get around this?
Thanks!
Hi there,
If I understand you correct, I would suggest to split your portfolios finer.
From “CPF, SRS, USD Cash, SGD Cash” to something like “Tiger USD”, “Tiger SGD”, “PEOMS SRS”, “Webull USD” etc
Basically, the portfolio should be both brokerage and source. That is what I am personally doing.
Tips: Then you can use this “secret” feature that not many users are using. “Star this page” that is on the bottom right of every page in Desktop. Basically, click the portfolio(s) you want. e.g. All Tiger portfolios which would be “Tiger SGD” and “Tiger USD” in this example on the Portfolio Overview Page then click “Star this page” and name it “Tiger”. So, you can easily go to the page with all stocks in Tiger brokerage. Repeat for other brokerages and even by currency and/or source if you like.