multiple items
The New Portfolio system needs alot of work by comparing it to the original portfolio system.
1) Number of clicks to make a change - The original portfolio system allowed 1 click to be able to change data in the portfolios. The Portfolio 2 system makes you perform 5 clicks and you must put in a date.
2) the save button is a nice feature, but can you allow people to turn it off so it can automatically save the data, just like the original portfolio system.
3) Suggestion: I like the dividend tab, but can you provide a feature that we control as to whether we want the dividend added to the Lots we have. You can have an indicator on the screen which would say something like, automatically add dividend to lot. This would have to be on each symbol, not each portfolio.
4) Inconsistency on cash/Sweep symbol. - original Portfolio had this at the top of each portfolio. the Portfolio 2 system has it in both the top and bottom and adds it into the total twice. Do one or the other, preferably on the top of portfolio.
Jason I Lobman
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