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William Halsey

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    William Halsey commented  · 

    I had the old summary page for the past few days after the new summary page. Now the new summary page is back again. I don't understand this. Do I have a choice between the two? If not, please go back to the old summary page.

    William Halsey supported this idea  · 
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    William Halsey commented  · 

    With a couple of minor exceptions, I LIKE/PREFER the new summary page. BTW, this is an incredible amount of data and you have turned it into very useful INFORMATION! I can't even imagine the COMPLEXITY behind something like this. I'm just so very, very impressed. Lot's still left to explore. :) Thank you for making my life easier! Keep up the good work!

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    William Halsey commented  · 

    With respect to an earlier comment, i.e. link [button] back from summary page to the portfolio page "I came from", I now see a "portfolios" link button on the summary page, however this takes me back to a list of all my portfolios instead of the portfolio I originally came from, which doesn't make sense to me. Again, I need a quick way back [from the summary page to the portfolio page] without having to click the browser back button multiple times. Really need this one! LOL! I realize the prior presentation didn't have this either, however, for my "workflow", this would be very useful.

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    William Halsey commented  · 

    Can you add "Fair Value", i.e. the [Yahoo] FV price as a custom portolio column? Maybe it is there, I guess I should go look. I don't remember seeing it. If it is not there, it would be a very useful addition. I just looked, I don't see it. This would be a very useful addition!

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    William Halsey commented  · 

    What happened to FV, OV and UV? It looks like you are now just presenting your estimate of the company's FV, which is fine. Now, I have to compare two values and make the FV, OV or UV calculation which is more work for me! I always wondered how you decided FV, OV and UV. So, now you are presenting your estimate of the company's FV? How! What is the formula for FV? This has got to be a complicated formula I would imagine. Your feedback welcome. If you still have FV, OV and UV, please tell me where I can find it. Definitely preferred the old way here ... I think. Time will tell.

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    William Halsey commented  · 

    If you made speed/performance improvements in this new format ... BRAVO, I can see them. Not that it was slow before. If not, please ignore this comment. I just cleared my browsing history yesterday which may be accounting for what appear to be sizable performance improvements.

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    William Halsey commented  · 

    The vast majority of my portfolios are not actually portfolios but "watch lists". I use the portfolio feature because of the vast ability to create portfolios with custom columns. On the new summary page, the top box in Summary, i.e. which appear to be portfolio custom columns, are useless to me because they already exist in my portfolio, i.e. if I am interested in them. So, this part is totally redundant to me and clogs the new summary page. Food for thought.

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    William Halsey commented  · 

    Ok, have been using a little bit, this format/presentation might be superior than the previous format. Things like this take a short period of "getting used to". Only one request, same as previous comment, add a link button from the summary page back to the portfolio page. That's all I really need. Otherwise I may have to hit the browser back button several times. With the 2 primary things I use, Profile and Chart, I believe there is now one additional click on the summary page to get back to the portfolio page because the summary page first goes to menu item "Summary". I will say the chart on the summary page is redundant and too small to be useful, which means I have to click on "Chart" menu item.

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    William Halsey commented  · 

    YES, please restore previous format! I could give you specific suggestions, however, ... If you stay with this format, the one thing I have to have is ... a link that immediately takes you back from the summary page to the portfolio page. I currently have to use the browser back button and may have been clicking all over the left side menus!

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