Adding a column to Sector Allocation

PRoldie

I want to add a column to Sector Allocation instead of adding another table, so I can see how my portfolio is weighted when I carry one or more ETF (mixed) in any particular stock and sector. For example, XUU and VOO mirror SPY stocks and are weighted towards the big tech companies

VidasMatelis

Changing the existing structure would be a complicated task, and you should be very good at PowerShell and DAX (or good at using AI).
My suggestion would be- try using the existing SymbolAllocation structure and see if you can make it work.

PRoldie

I've added the etf to symbol allocation and its holdings to allocation column with respective stock ticker. Any suggestions on how to see if a portfolio and its group of etfs are weighted towards any particular stock? e.g. NVDA or APPL

VidasMatelis

Portfolio Slicer was not designed for that.You could hijack Symbol allocation and assign allocation as NVDA, AAPL, MSFT, Other, etc., but then you would loose actual allocation information.