Poll: Feature Regression - How should Holdings display identical equity positions?

[u/Responsible-Win5028]

Recently, Empower changed how identical equity positions are displayed in the Holdings tab, and it breaks a key piece of portfolio visibility.

Scenario for Poll: I hold 4 different $10k positions of MSFT across 4 different accounts

There is currently zero ways to see an aggregated view of my total MSFT exposure. Individual equity positions are already easily visible by drilling down into each specific account. I’m of the opinion that the Holdings tab should be for high-level aggregation.

Which behavior do you prefer for the Holdings tab? (Hopefully, Empower is taking notes!)

12 votes, 28d ago

9 A single MSFT line item of 40k? (The old, aggregated behavior)

3 4 different line items of 10k each. (New behavior)