Separate portfolios and «All»
Split your brokers into named portfolios (Retirement, Kids, Speculative…) and see each one on its own. «All» joins them.
Step by step
- Go to Settings → Portfolios.
- Type a name, choose a colour and click Create portfolio.
- Assign your connections to it. Each connection goes into one portfolio at most.
- Go back to the Overview and choose the portfolio in the selector at the top.
What you will see
- The selector is on the Overview, Positions, Performance, Dividends and Diversification.
- The other pages always show everything, with the note All portfolios.
- You can rename, reorder or delete them. Deleting one does not delete any data: its connections stay in «All».
Common problems and questions
- I do not see the selector.
- It appears when you have at least one portfolio and your plan includes them. If your plan does not, you will see the card with a lock.
- Does a frozen connection count?
- It stays frozen in any portfolio. See frozen connections.
Related
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.