PLEASE add a column that shows my cost basis! When I add to a stock position I have to calculate my current cost basis and cannot update this with your current app.
On the My Watchlist Page w/ the My Holdings bar engaged,could
you add the Total Cost Basis amount under the current individual
cost basis for the stock. Just a thought ! Have good days.
Cost basis would be great, also for the android tab app. Showing a calculated amount and percentage change based on the position I took. It makes it very convenient to make a decision to sell as well. I currently keep track of this in my notes app.
Not sure what version of YF you're using but you can do everything you mentioned above in the new version. I just entered a different 'Notes' entry for each of my lots of a mutual fund without problem. Just go to the 'My Holdings' portfolio view and click 'add another lot' to enter each of your purchases. You enter the # of shares, purchase price, trade date and notes. This view also tracks the chg/chg % by lot.
I wouldn't use this tool for tax purposes (use a spreadsheet) but it's at least a simple portfolio tracking tool.
How do I EDIT my notes in your new format? And putting the cost basis in the holdings tab is HORRIBLE interface, inconsistent with all the other tabs. I looked all over before finally finding a post where you direct people there. And still I can't edit my Notes.
Not being able to customize my info easily greatly reduces the usefulness of what was once a very important tool in my day.
Also, I object to you combining lots of the same stock in the portfolio view. I track them by lot! Let me enter them as I want, as you did before.
If you're just going to offer stock prices and stats, you cut out what made you UNIQUE vs. so many other offerings online.