Filter/remove holdings in brokerage linked portfolio and allow renaming
It would be great if I could filter/remove a specific holding in my brokerage linked portfolio. There are certain holdings (such as core/sweep positions) that do not show correctly, and therefore either break the interface or make aggregates inaccurate.
It would also be great if I could rename a linked portfolio. The auto generated name is not comprehensible, and my brokerage shows two different accounts with the same name.