Aggregated Holdings in a Portfolio of Portfolios
We would like to announce that a new feature has been released: a user can now view the aggregated holdings and transactions of a portfolio of portfolios and receive rebalance emails when the portfolio or one of its sub portfolios has a rebalance transaction.
The above requires that you are following (if a portfolio is customized by you, you are automatically following this portfolio) all of the portfolios involved.
Let’s walk through the concept of portfolio of portfolios below:
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