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The Asset Balance view can get quite lengthy as it also considers exited investments (No current holdings) additionally if there are large number of holdings in a category eg. Stocks the length of the list can get long. Hence putting up a feature request to support filtering investments with zero holdings as well as expand collapse the heirarchy.
The filtering will also help in calculating the correct XIRR of the current holdings as the implementation currently calculates XIRR for a group using the historical holdings.
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The Asset Balance view can get quite lengthy as it also considers exited investments (No current holdings) additionally if there are large number of holdings in a category eg. Stocks the length of the list can get long. Hence putting up a feature request to support filtering investments with zero holdings as well as expand collapse the heirarchy.
The filtering will also help in calculating the correct XIRR of the current holdings as the implementation currently calculates XIRR for a group using the historical holdings.
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