Cash management on Beta
Hi, I love the cash management on beta and it is probably tested against a new portfolio. However, on the old version I use the currency exchange function to track my USD, IDR, and HKD balances and it works just as well to track my total portfolio in SGD. I can also add my option gains and cash portion of my cash covered calls/puts as currency transaction. The cash management function cannot capture the exchange rate gain/losses and cannot export the values from my currency transaction, hence the total portfolio value is no longer reflected with the cash balance. This will prevent existing users from transitioning easily to Beta, from UIUX interface perspective this is an issue.