need for more statistics by asset type/risk/geography

[gbfabiani]

I feel the need of a more flexible way to analyse asset allocation .

By asset type we have the choice between bonds stocks etc , but I would like to distinguish between ETF bond based and ETF stock based.

We can customise asset allocation and asset goal, but I am somehow interested in more groups:

By asset type ( bond, stocks,m etf etc)
By risk type ( rating for instancece)
By debtor ( governement, industry, finance)
By geografic area ( USA , ASia , Europe , or Usa, Canada, Brasil, China India)
By sector ( example : Financial Services, Industrials, Technology, Energy, Consumer Cyclical)
By currency : not necessarely the currency the asset is denominated (we have that) ,but the currency it depends upon ( I can buy an ETF in USD specialised in European stocks, so the currency is USD , but the real dependance would be on Euro

Finally, to be able to report at least to levels : example By area and within the area by sector, or by asset type and within by currency

Mybe all above is already possible, but I dindn't yet found how
thanks
giovanni (from Italy)

[Mark]

HI giovanni,

Thank you for the feedback, I understand your requirements here. All of this is not available now. You can use the "Investment Type", "Asset Type", and "Investment Goal" categories, but not more than this, and you can really only break it down by one of these at a time.

[gbfabiani]

Hi Mark, thanks for the answer, I assume is quite complicate to add the possibility to add 2 level break down .
However , I would like to have at least "asset allocation " Report by "investment type" too : Today only it is only available by "Asset type" and "Investment goal"
Thanks !