The Portfolio Table only ever listed your stocks and funds. It is now simply the Table, and under Data flowing in you tick every asset class you want as rows. The palette stays at 22 widgets: this is a rename and a wider table, not a new widget.
Nothing you've built changes. A Portfolio Table already on your dashboard is a Table with Stocks & funds ticked, and it looks and sorts exactly as it did, with the same sort, group and column choices.
Stocks alone is the full holdings table
With only Stocks & funds ticked you get everything the Portfolio Table had: shares, price, cost, value, gain, dividends and yield, with optional sector, industry, currency and exchange columns, and the CSV export.
Mix in anything else
Tick cash, crypto, precious metals, collectible cards, or property, pensions and other assets and the table switches to the columns every class can fill in: name, asset class, cost, value, gain and share. Rows are grouped by asset class with a subtotal for each, or ungrouped if you prefer, and every column sorts. Clicking a stock row still opens that stock.
Blank means unknown, never zero
Cost is what you paid where you entered it, so a savings account or a house shows a dash there. Something that can't be priced yet shows a dash for value, is left out of the share column, and is named under the table. Property is at the value you entered, before its mortgage, as on the Balance Sheet.
The stock filter and export
Only the stock rows follow the widget's stock filter; your other assets always list everything you've entered. Download as CSV exports the rows the table is showing.
Educational content only. It is not personal financial advice. All articles · All lessons