Groups and Categories
Portfolio Groups and Categories are a powerful combination that allow you to decide how best to manage and track your multiple investments.
You can customize how you track your portfolios and holdings by using Portfolio Groups and Categories.
Portfolio Groups bring together any number of portfolios or other groups into one.
Within a portfolio group, you can see totals of the portfolios contained in the group, as well as a virtual, combined portfolio of all the holdings from the contained portfolios.
Reports are also available within the portfolio group and work on the combined transactions of all contained portfolios.
Learn more about Portfolio Groups in our User's Guide:
Using Portfolio Groups - StockMarketEye User's Guide
Managing Portfolio Groups - StockMarketEye User's Guide
Investment categories allow you to group individual holdings together within a portfolio (Prices/Fundamentals views).
For each Category, the totals of the holdings it contains are shown.
You can use categories within a normal portfolio, as well as within a Portfolio Group's virtual, combined portfolio.
Learn more about Categories in our User's Guide:
Investment Categories - StockMarketEye User's Guide