Finance
16 results found
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Cannot search symbols
When I enter a symbol in search a different company or symbol comes up. This started last week and I thought you would have it fixed by now. It makes your web page impossible to use.
5th ranked -
GBX not handled correctly
On the iOS app. I added holdings to my funds. On the home screen, you show the performance chart of my holdings - it's the one that I can click on to see how it performs against S&P 500.
This particular chart is broken as you don't handle GBX holdings correctly. The value amount shows correctly, but the gain amount shows incorrectly.
The chart that shows performance against S&P 500 is even more broken. Both the value and the gain show incorrectly.
Feel free to message me, I can share screenshots.
It's really annoying; please fix it.
12th ranked -
Portfolio 2.0 and wrong currency management
Portfolio 2.0 and wrong currency management.
If you have your portfolio in CHF and the stock in EUR, all the transactions must be in EUR and the conversion must be done at portfolio level.Moreover, there is something buggy, even with different currency the total gain is wrong, all my portfolio has been messed up now, plus the time lost to understand what happened.
Could you please fix or allow us to go back to the previous version?
14th rankedCan you please check if you have Cash Management Turned ON or OFF? In most cases, if Cash Management is ON, it assumes you have cash available for transactions, and if you do not have any Cash, then it shows cash as negative, which shows less total value for your Portfolio.
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Total gain is only showing unrealized (no dividends, no open positions)
Total gain in my portfolio is only show unrealized open gains, I am very confused by why that would be considered the gain on any portfoloi???
Please include gain/loss on closed positions + gain from all dividends received - that is the true portfolio gain.
If you want "Total Gain" to mean open capital gains please rename it that, very confusing.
Lots of people have mentioned this, you've closed their requests with "Reviewed" with no comment so I have no idea if you're looking into adding this or not.
17th ranked -
finance.yahoo.com is not functioning as it used to be (a step backward)
The search box behaves different than yesterday. Try type UNC or TWO. Both are legit stock symbols. However, it matched to a "private company". I have to type Unitedhealth to see Unitedhealthcare Group in the dropdown. Please reverse the change back to the previous version.
Thanks!
22nd ranked -
alerts not working - android devices
Alerts Notifications (pop ups) are not working on my Android devices. Please fix. Thanks
38th ranked -
Slow and laggy
The site is unbearably slow. There is just no explanation or excuse to run a slow site of any kind, not to mention one that is about finance.
38th ranked -
Fix the vertical scaling when hiding comparisons in the new chart UI.
- Go to an advanced chart for a stock.
- Add a stock as a comparison, but make sure the second stock has a wider vertical range (e.g. show $PG, and use $NVDA as a comparison).
- Hide the second stock.
The vertical scaling of the chart acts as if the second stock is still visible. As a result, the chart is no longer as useful because the scaling is weird.
38th ranked -
Custom Symbol Cost/Value data incorrect
When adding custom symbol to my portfolio and making a buy transaction then it doesn't show correct Cost/Value data for this position. For example if I buy 2 shares at 1000$ price then the Total Cost and Market Value both should be 2 x 1000$ = 2000$. Currently it displays both as 2$. This is really simple calculation error that should be fixed long time for now, but this bug has existed at least 4 years. Please fix it asap.
38th rankedWe're working on it, and a fix should be available in the next few weeks.
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I need to fix the number of shares in a previously purchased lot. The new Summary page does not allow me to edit . Why?????
Include an edit button for transactions. The old version had it, why not this one. Dumb!
38th ranked -
Selecting "transactions" forces user to re-select symbol, cumbersome
In an existing list, selecting "View Details" and then "Details" and then "Shares" to "See Transactions" shows all transactions for all symbols and the userr has to reselect the symbol from the drop-down list. Way too many clicks compared to pre 2.0 and why should the user have to select the symbol twice?
38th ranked -
Please respect user selected symbol order
In a list where the user has slected an order for the symbols, selectiing "View Details" arbitrarily reorders the list to alphabetical and does not respect the user selection. This makes it diifficult to compare with other sources of information.
38th ranked -
cash balance
I cannot correct and display the cash balance in one of my portfolios
38th ranked -
Bugs
"My Holdings" is where you enter transaction data, but there is NO way to edit that view to include a "High or Low price or other data that shows up on the "Day Watch". If I'm missing something please tell me how to correct.
38th ranked -
Total Gain vs 1 Year Gain vs Reality
Although I use my portfolio 2.0 to individually enter every single; deposit, fee and all stock transactions, I see -20.95$ loss on all time total gain, +46.33$ earnings on 5Y & 1Y gain, whereas my total gain of all time actually is +26.00$. (Been in the market since October 2023 so 1Y, 5Y and all time gain should show all the same.)
38th ranked -
Wrong dividend transaction
As of 9 Nov 2023, I have 800 shares to S68.SI. But, in the Dividends page of Portfolio 2.0, it shows that I have 1,600 shares, which sums up to the wrong dividend amount.
Weird enough, in the next dividend date 20 Feb 2024, it shows that I have 800 shares again.
38th rankedThank you for this feedback. We are aware of this issue and are working to resolve it.
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