Add Equity Allocation Percentage to Account Dashboard
Matthew Hoffman
I noticed "Portfolio Diversity" (security allocation percentage) for each security held in an account is tracked, but it is only visible when clicking on an individual position. Can you please 1) include this allocation percentage on the account dashboard next to each security; 2) include CASH in the calculation as well so users can see the accurate account EQUITY allocation [(position size)/(cash + total securities)] and not just SECURITY allocation [(position size)/(total securities)]; and 3) include the allocation percentage next to the CASH balance at the top of the dashboard as well?