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7 results found

  1. Find portfolio prior to portfolio 2.0

    Portfolio 2.0 requires too many clicks to see what I want to see. Bring back the previous format

    1st ranked

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  2. Revert from portfolio 2.0

    There needs to be a way to undo and revert from Portfolio 2.0 once you try it and see that you don’t like it.

    2nd ranked

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  3. Total gain % column missing

    Total gain % missing from portfolio 2.0! i used to be able to sort and see which positions were up overall not just for the trading day. eg stock A “total gain” since i started investing is 180% or check on the stock that is overall down by 60% for example. The total gain column is missing and it doesnt look like i can edit the view on the IOS app.

    3rd ranked

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  4. Add Portfolio 2.0 Features

    • Display amount of CASH in list view
    • Allow CASH to be moved within the list like any position
    • Allow a Cash Portfolio that amalgamates all your cash positions. This would also link to the CASH positions in other portfolios so your dividends would be added to the correct position.
    • Allow the above Cash Portfolio to count toward your total assets so you can see cash and equities total value of your book
    3rd ranked

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  5. Choose which portfolios get alerts

    I get sooo many alerts! Some portfolios are just for keeping a lazy eye on, others are critical. I would like to choose not to see alerts from some portfolios, or even choose which alerts I get on a portfolio by portfolio basis.

    3rd ranked

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  6. Average cost of a security should be displayed in its currency, not the currency of the portfolio. It used to be like this.

    Market values should be in chosen currency. Costs, transactions and prices should be posted in the currency of that security. I used to quickly scan my average cost with the current price, now I cannot do that without doing currency conversion in my head.

    6th ranked

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  7. The latest update today does not work. I cannot open the finance app

    Following today’s update. The app will not open on my iPad

    6th ranked

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