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It would be very useful if the section/group headers on the Statement of Assets page could be collapsed (i.e. by clicking on the bold lines). Often there are some categories where you want the full detail (i.e. equities), but there are others that consume lots of valuable screen real estate but knowing every individual holding isn't always necessary, making it necessary to scroll around.
For example:
Groups where values don't fluctuate much, & thus seeing the total is enough for most purposes (i.e. cash, bond ladders, illiquid investments like real estate, etc).
Holdings with very small values could be grouped together & then collapsed, again saving space for more important holdings to fit on one screen. Supersedes this and this, both of which were attempts to address this problem.
The text was updated successfully, but these errors were encountered:
It would be very useful if the section/group headers on the Statement of Assets page could be collapsed (i.e. by clicking on the bold lines). Often there are some categories where you want the full detail (i.e. equities), but there are others that consume lots of valuable screen real estate but knowing every individual holding isn't always necessary, making it necessary to scroll around.
For example:
The text was updated successfully, but these errors were encountered: