Tag investment accounts as portfolios

I am self hosting the container and importing data using simplefin, I would like to be able to tag a account from my connections as it being a portfolio/investment account. That way we can have an automated way to track investments. This would mean we would track transactions for each ticker, cost basis and amount of that ticker held in the account right? Is this possible with the current implementation or would this be an enhancement?

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Upvoters
Status

In Review

Board
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Feature Request

Date

About 2 hours ago

Author

Brian Pina-Estrada

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