Feature wish - Group by geografical Location

[hzi5507]

Hi,

It would by nice, when i could be able to define geografical locations, and associate Instruments to them, like:
US, Europe, Asia, ...

Thanks
Hansjörg Zimmermann

[Mark]

Hi Hansjörg Zimmermann,

You could use one of the 3 categories (asset/goal/sector) for this purpose. You can rename the categories to anything you want, and manually assign your investments to categories. We have a video tutorial on using categories you might like to watch.

[hzi5507]

Hi Mark,
ok will do so.

Thanks
Hansjörg Zimmermann