Total comparison of investment breakdowns

[plord]

My ISAs and Pension plans include breakdowns of asset, continent, country, sector and ESG (overall environmental, social and governance ) score. For example -

I realise this is a lot of data to gather, but it would be neat if emma could total these breakdown across all investments … so we can see if we are over extended in a particular direction.

[rebekah]

Hey @plord

Thanks for sharing this.

Where would you see this kind of feature fitting into Emma?

[plord]

Either an additional button on the investments tab or a new analytics.