I have stocks and Exchange-Traded Bonds (ETBs) visible in my portfolio. Some ETBs have an average value, while others do not. I suggest separating the holdings of stocks and bonds, as this would be a good option for ensuring a proper Profit & Loss (P&L) representation in the portfolio. Otherwise, we cannot rely on that information. There should be a separate column for each to provide a clear picture.
HI @SUNITA_31875847,
Separating stocks and Bonds will definitely make the P&L clearer and more reliable. The good news is that this improvement is already in the pipeline, and we’re working on it. Appreciate your patience while we get it rolled out, thanks.
Is they timeline set of the feature launch? I had lots of issue in the past due to this.