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 cash we have.
Why not just give us a running Cash Total/Balance along side one of the Totals on any View or give us the Option to Select "Cash View Option" when we Set Up our Portfolio Views.
I think it's a great feature to have Cash, but it's no good if we can't see our Cash Holding, without having to go back and forth to the My Holdings Tab, and then scroll all the way to the bottom just to see how much Cash we have.
I have gone back to just adding in a NZD=X line at the top of my Portfolios and that way I can add in my Cash, and it automatically adjusts to the Live currency rates, and always Displays at the Top of My Portfolios,then when I buy stocks, I just adjust the amount and now I can see my Cash all the time and at the Top of all my Portfolios.
Thanks for any ideas
cheers Kev Borg
This 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!
Kevin Borg commented
thank you very much for replying to my feedback, much appreciated.
Even though I have and use online brokers accounts, i actually prefer to run my Portfolios thru Yahoo because of all the Options and Reports you give us where we can have certain info at our finger tips and importantly Visually see important numbers without having to switch sites or screens all the time, especially at Trading times.
I use HATCHINVEST.nz in NZ for my daughters US Portfolio account, because they specialize Only in US Stocks and Only for NZ Residents and at the moment Yahoo doesn't allow me to Link to it, but maybe sometime in the future.
Thanks again for yr reply.
all the best
Cheers Kevin Borg