Yes! Custom Groups is exactly what I was looking for. The functionality didn't change. The user interface changed. I wonder why Vanguard changed the user interface from one that was intuitive to one that is not. Who would have thought that an unlabeled black circle containing a black rectangle and a white rectangle would be the secret doorway to a feature that used to be part of the main Portfolio Watch screen?I think you are referring to the ability to make custom groups. That function is still there; at least it is on my screen.You used to be able to define alternative portfolios that were subsets of your total holdings. I no longer see that feature. I used this feature less than two months ago when I did some rebalancing.
Click on "Portfolio Watch." Are your custom groups displaying on the left side of the screen? Scroll to the bottom of that window and it should say "Account panel settings."
If you don't see your custom groups, they might be hidden. Look to the left of where it says "Dashboard." There should be a black circle containing a black rectangle and a white rectangle. Click it to bring up your custom groups.
Thank you for helping me break the code.
Statistics: Posted by UpperNwGuy — Thu Mar 28, 2024 3:58 am
