Group investments by details panel attribute

After you have entered details for each line item on the details panel, you can use the Group by filter to display line items grouped according to their attribute details (for example by their assigned target group).

Group investments by attribute

In the Investments section, click the Group By drop-down menu in the upper right corner.
Select your attribute.

Your investments are grouped according to the selected attribute. An Unclassified section appears at the bottom of the investment plan if any investments are missing details panel inputs when using the Group By function.

22 May 2026