The Categories feature allows you to create custom position groups across portfolios. For example, say you have several portfolios, each of which contains positions balanced across market sectors as part of your investing strategy. Now say you want to view how your technology positions are doing. This would be difficult to determine if you had to look at each portfolio and mentally add the values of each tech position, then figure out what your cost basis is in each position and divide accordingly to see what your P&L % is. With categories you can create a group specifically for your tech positions and see the aggregate performance of the group at any time just like it was a portfolio.
Note: Categories are always based in your default currency (as set in the app Settings under General).
On the iPhone you’ll find categories accessible as a tab in the tab bar at the bottom of the screen. Note that you may need to swipe the tab bar from side to side to reveal additional options including categories. You can add and edit categories and their contents using the various options accessible from the action menu at the top right of the screen.
On the iPad you’ll find categories accessible as a tab in the tab bar at the bottom of the screen. You can add and edit categories and their contents using various items located in the main toolbar at the side of the screen.
On the Mac you’ll find categories listed in the main source list under portfolios and watchlists. You can add categories from the main menu and add positions using drag and drop.