Upvote 3

Multiple Portfolios

Under Consideration Silcher Tomas Alejandro 47 days ago

I would like to suggest a portfolio organization feature that allows users to create multiple [virtual] portfolios or groups within a single Freedom24 account.

The idea is not to create separate brokerage accounts, but simply to allow users to organize their existing holdings into user-defined groups for better overview and analysis and assign them a custom name.

Users could assign each position to one or more custom groups and switch between different portfolio views. Performance, allocation, and profit/loss could then be viewed either for the entire account or for individual groups.

This would provide much better portfolio organization without requiring additional brokerage accounts and would be especially useful for investors who follow multiple strategies within a single account.


Possible use cases:

  • Long-term investments vs. active trading positions
  • Core and satellite portfolio strategy
  • Dividend portfolio
  • Growth portfolio
  • High-risk/speculative investments
  • Technology stocks
  • Commodities and mining stocks
  • ETFs separated from individual stocks
  • Different savings goals (retirement, children’s future, house purchase, etc.)

Replies (1)

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Good afternoon.

Thank you for your idea. We will look into it.

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