IMPORTANT : Feature request: Independent profiles with separate dashboards, holdings and performance
I manage both my own portfolio and my mother’s, and I subscribed to Wealthfolio Duo to track both. The dashboard is very convenient, and I would love to have a fully independent view for each person.
Could you add support for two or more separate profiles, with a simple profile switcher inside the app?
Each profile would have its own:
- Brokerage connections, accounts and transaction history.
- Dashboard, portfolio value and net worth.
- Holdings and asset allocation.
- Dividend income, returns and benchmark comparisons.
Switching profiles should update the entire app—including Dashboard, Holdings and Performance—so all figures reflect only the selected person.
We don’t want our finances combined into a household total. I want to review and rebalance each portfolio independently, while being able to switch between them easily to compare allocations.
Ideally, this would work within a Duo subscription without requiring separate installations of Wealthfolio.
Source: wealthfolio/wealthfolio