It would be helpful to add an attribute to the Portfolio Properties parameters for the definition of the "Tax Treatment" of the investments held in that account / Portfolio;
Such as
- Tax Deferred
- Tax Exempt
- Taxable
- Foreign Taxable
etc.
Also, would it be possible to add a Pie / Stacked Bar graph (and/or a report) to display information based on the "Tax Treatment"
Is this something that could be considered in future updates?