Account structure reflects where you opened an account, not how you actually think about your money.
Your "dividend growth" picks are scattered across three brokers, so you can't actually see how that strategy alone is performing.
Six months later you're staring at a position with no memory of the thesis, the target price, or why it seemed like a good idea.
Without a way to separate them, your own portfolio and the one you're managing for family end up mixed into one confusing view.
Custom portfolio groupings by any criteria
Notes and memos on individual investments
Strategy and theme-based organization
Performance tracking per custom group
Flexible and fully user-defined
Account and broker structure rarely matches how you actually think about your money. Custom groups let you organize holdings by strategy, risk level, goal, theme, or anything else that makes sense to you — completely separate from where each holding is actually held.
A holding can belong to more than one group, so 'dividend stocks' and 'core portfolio' can both include the same position without conflict.
Attach a note to any holding to capture why you bought it, a target price, a thesis, or a reminder to revisit it later. Six months from now, you'll remember why you made the call — not just that you made it.
Notes stay attached to the holding itself, so the context travels with the position through every report and view.
Combined with Portfellow's performance tracking, custom groups let you see how your own strategies and themes are actually doing — not just your portfolio as a whole. Is the 'dividend growth' bucket actually outperforming the 'speculative' one?
It's also how many users separate personal holdings from a family or corporate portfolio, keeping every view clean without needing separate accounts.
Name it whatever makes sense — a strategy, a goal, a theme, a family member's holdings.
Add any holding to any group, regardless of which account or broker it actually lives in.
See performance by group, and attach notes to individual holdings as your thinking evolves.
Runs more than one strategy at once — dividend growth, speculative bets, a core index sleeve — and wants to know which is actually working.
Manages personal holdings alongside a family or corporate portfolio and needs the views to stay clean without separate accounts.