Open TNowalk opened 8 years ago
Will need the ability to switch between portfolios. There can also be an "Overview" tab that can show the performance of all portfolios.
Instead of switching portfolios, transactions can be tagged and filters applied to show the appropriate holdings on the dashboard.
Create a dashboard that will be the central location for the users' portfolio(s). Initial thoughts , this could be a tabbed interface. Tabs could include "Summary", "Performance", "Transactions", etc, etc. Each tab would have a different dashboard layout with various charts and tables of data.