Investment allocation
Would be great to be able to give an allocation category for each transactions (RRSP CAD, RRSP USD, CELI, REEE, etc.) and then view portfolio either by stocks and holdings or by those categories. Also I have a RRSP in $CAD and one in $USD. Would be nice to be able to select in which currency each transaction is made and then be able to track them in the desired currency (USD or CAD converted).
69th
ranked
Mike P
shared this idea
