Portfolio Issues - several
Screen does full refresh once on load and then about 3 to 5 seconds later, just enough time to "try" to click on something, but get redirected somewhere else. Switching from my holdings to summary often receives message "Unable to load your portfolios". in my holdings expanding any particular item sometimes shows the prior item, sometimes shows a discrepancy between the summary and any particular tax lot.
Clicking add tax lots, sometimes doesn't add one, but a subsequent click will display 2 new ones. Filling out tax lot information sometimes doesn't retain the info filled out.
Often switching from different portfolios in which the same stock is in both, the prior one's holdings are displayed on summary, but expanding for tax lots seems accurate, but minimizing goes back to incorrect information.
-
Bruce K commented
I'm also experiencing the same problem on opening a portfolio. Get the error message "Unable to load your portfolios, please try reloading page". This happens more frequently on portfolios with a larger number of symbols, and it takes 2-3 reloads before it stabilizes. Can also be difficult to enter data on a symbol without it jumping back to the last page. It's very annoying and this is the 2nd time I've tried to get a solution on my desktop PC. BTW this issue seems to lessen after the market closes, so something to do with data refreshing not able to keep up?
Also why do I have to allow some other program access to my profile ie. another privacy issue, just to input my complaint? -
Regina MakeItSo Parham commented
Yes! All of these issues started around mid-December. The yahoo portfolio has become almost unusable due to these constant interruptions.
-
Ron Mitzel commented
I am having the same issue with the refresh and unable to load portfolios. The support people have given no solutions as to how to fix it. Any ideas?