Insights: Country and Sector allocations limitations

[ArmAntenna]

Insights Country Allocation seems unable to pull data on ETFs, mutual funds holdings to populate this dataset. Thus a portfolio 50% ex-US could be defined 100% US.

Sector Allocation seems to pull the highest percent sector for an ETF or mutual fund and show entire security as fully allocated to that sector. Example: a military defense-specific ETF is defined as consumer cyclical.

It would be helpful to be able to hide these items from the Insights panel until they can be made fully functional.

[Jonjon-prog]

You can still correct them manually if you want. I corrected mines to be sure to have an insights very clear. Just took a little bit of time if you got a lot of différents assets.