Finance
2 results found
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Dividend Transaction Editing
I'm loving the Portfolio 2.0 Beta. The dividend feature is really helpful and exactly what I was looking for. Even though the dividend transactions are accurate 98% of the time, sometimes there are duplicate transactions or some error in a reported dividend. However, currently, there is no option to edit the dividend records.
1. Please let there be an option where users can edit the dividend transactions after they have been automatically added to the dividends tab or let users add them manually also.
2. Can you please add a feature of yield on cost wherever applicable?
3. Option for…5th ranked -
It Would Great If We Could See Our Cash Holdings At Top Of Our Portfolio Pages?
CAN'T SEE CASH AT TOP OF PORTFOLIO PAGES?
I am trying the New Beta Copy Portfolio you have just released.
However after changing my daughters Portfolio over to Test the beta Copy Portfolio.
I added in the CASH, then Saved the portfolio, selected the setting to include Cash in portfolio totals, but you have not allowed us to see our Cash Holdings without having to go back and forth to [MY HOLDINGS], every time we want to check our Cash Holdings.
Then we have to Scroll all the way to the Bottom of our stocks just to see how much…
22nd rankedThis is excellent feedback, Kev.
We're revisiting how we display Cash Holdings and hopefully you'll see some changes in the next product iteration.
Stay tuned and thank you for testing Beta!
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