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Group mutual fund positions as holdings within a single brokerage account

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Group mutual fund positions as holdings within a single brokerage account

When a brokerage or mutual fund provider (such as Oakmark Funds) holds multiple fund positions under a single account login, Piere currently displays each position as a separate account. It would be more intuitive to show these as individual holdings within one parent account, similar to how a brokerage statement groups positions under a single account number. This would reduce visual clutter and make it easier to track the total value of a single investment relationship at a glance.

Yuval Shuminer shared this idea

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