Add Portfolio columns: Expense ratio, turnover, category, benchmark index
it will be useful to add following columns columns in the portfolio especially for funds and ETFs.
Expense ration: can help knowing changes in expense ratio
Turnover Rate: deciding funds and rebalance taxable account.
Morning Star category: The fund name sometimes isn't clear enough
Benchmark index:
69th
ranked
Atul Kapoor
shared this idea
