Finance
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969 results found
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How to remove a portfolio from my list
How do I remove a Portfolio from my list?
I have removed the stock from that portfolio now I want to remove the Portfolio from my list? -
My Holdings doesn't update after switching to Portfolio 2.0 and selecting "Include Portfolio 2.0" values
So I switched all my portfolios to the new Portfolio 2.0...after doing so, I allowed "Add to Total Holdings" and I also checked "Include Portfolio 2.0 Holdings" underneath the My Holdings page. However, I can't see any holdings now and the website, iPhone app and widget have been rendered useless, as I can't have an overview of my total holdings.
PLEASE FIX THIS BUG!!!!
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beta portfolio lots
beta portfolio ... how to delete it?
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Enable get app password
I cannot add my yahoo account into both my mac mail application and ipad mail app (receive authentication errors).
If the app generation password was working I will be able to receive mails at my devices. -
Cost in portfolio currency
My portfolio's currency is EUR. I have stocks with different currencies. I would like that you give the chance to enter the total cost of the position in EUR eventhough the stock is listed in USD, GBp or any other currency so I can always see the real gains of every single stock in EUR.
As an example, if you buy 1,000 shares of stock WXYZ at 15 USD and the EURUSD = 1.08, the cost of the operation in USD is 1,000 x 15 = 15,000 USD but I don't want to have that value as my cost basis… -
Select Specific Lots for Stock Sales in addition to FIFO
I do not always use FIFO for stock sales. Please allow selection of specific lots to include in a sale in Portfolio 2.0 while maintaining prior dividend data.
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Sorting a portfolio by Chg % doesn't work properly.
Sorting a portfolio by Chg % doesn't work properly.
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My idea is to fix your mess
I have lost all my portfolios! I'm desperate. How do I get all my data back?
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Gross/net dividend
I would really appreciate to see net and gross dividend, with regard to tax law applicable in the country where dividend is paid
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ADD DRIP FOR STOCKS
ADD OPTION SO DIVIDENDS ARE QUTOMAICALLY REINVESTED
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is user suggestion count?
is user suggestion count?
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Filter portfolio news (eg. temporarily hide some tickers)
If you have big companies in your portfolio (such as Apple or Microsoft), your Portfolio News is basically flooded with tens of daily news regarding them. Could we have a filter that would allow you to select which portfolio ticker news to see, so you could for example hide all Apple news but show everything else in your Portfolio?
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ETF’s Dividends not showing
The new beta portfolio does not indicate dividends for ETF. I use a lot of ETF’s that pay dividends but currently it is not indicating the dividends or the fundamentals like dividends forward rate
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portfolio industry
watchlists need industry/sector column.
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Mutual funds
Why most of the mutual funds are not available...?
Its hard to track who portfolio without mutual funds
here are few that are missing
FIDELITY CANADIAN GRTH CO CLASS SER F FID654
FIDELITY GLOBAL INCOME CLASS PORTFOLIO SER F FID2682
FIDELITY GLOBAL INNOVATORS CURRENCY NEUTRAL CLASS SR F FID6009
MACKENZIE BLUEWATER CDN GROWTH BAL FD SR F MFC090 -
Option for adding closed positions to Total Gain/Total Change fields.
Now, total gain or total change fields doesn't include already closed positions. So it's a bit hard to follow if you're making profit or loss in total.
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TCHF3
Please add this symbol TCHF3, a popular traded security in Israel.
You do have similar securities of this financial institution but more esoteric
Thanks
Tamir -
Filter after status
The new Portfolio is great. But I miss the function of just showing the values that I currently have or that I have sold - in short: how can you filter after the status?
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Portfolio looks
When looking at "My Portfolio" the first column from left named "Portfolio Name" is too wide and this squeezes the remainding six columns.
Will you fix this or if I can do it, please tell me how I do it. -
Introduce entire portfolio analysis
It may all be in paid version, which I think is not available in Poland or Luxembourg but... Portfolio tracking, with performance, benchmarking, scenario testing for the entire portfolio not just individual securities, would be good reason for me to upgrade to paid version. Also manual addition of securities, which you don't follow with either automatic data download from external source or manual input of daily prices.
- Don't see your idea?