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+24
Awaiting Customer Reply

Linked Portfolio not updating

young padawan 2 years ago in Data Error updated by hpbob 2 months ago 29

i linked my brokers to my portfolio. It says that the portfolios will update after 24 hours. After some trades, I've waited a week and they still haven't updated. I have to unlink and link the brokers again.

Portfolio
Answer

Hi all,

Thanks for reaching out and sorry about the issue.

The portfolios linked to your broker account will update automatically unless you have MFA (two-factor authentication ) enabled.

If you have MFA enabled, every time you log in, you will need to delink and re-link, only then it will be updated. We apologize for the inconvenience.

In case you don't have MFA enabled, please delink and relink again and see if it gets updated. If it still won't update, do let me know and I will forward the issue to our linking broker partner plaid.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+15
Under review

TICKERS/PRICES NOT UPDATING!

timhklein 4 months ago in Data Error updated by SA Admin Shubham Shresth 4 months ago 3

PLEASE FIX ASAP!

Data Issue Raised
Answer

Hi,

We are aware of this issue and a fix is in place.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+12
Under review

The price doesn't get refresh

TSB 4 months ago in Data Error updated by SA Admin Shubham Shresth 4 months ago 2
Data Issue Raised
Answer

Hi,

We are aware of this issue and a fix is in place.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+10
Completed

Ending 2021 the Ex-Div and Payout Dates are day early, in view and download of portfolio, dividends section.

HappyReturns 9 months ago in Data Error updated by SA Admin Shubham Shresth 3 months ago 5

Please correct the data to have correct ex-dividend and payout dates.

Data Issue Raised
Answer

Hi,


This was a known issue and was fixed. We hope this issue is not occurring anymore. Please let us know if otherwise.

Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+9
Under review

RHHBY's price is currently up to date, stay tuned.

surfrunner54 9 months ago in Data Error / Quotes Error updated 9 months ago 5
OTC
+6
Completed

cannot access portfolio, why?

anonymous 3 months ago in Data Error updated by SA Admin Shubham Shresth 3 months ago 3
Portfolio
Answer

Hi,

This is now fixed. Please clear your cache or restart browser.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+5

Financial data can't be exported to excel now

anonymous 3 months ago in Data Error updated by sasquax 2 months ago 1

The command tab for exporting to excel has disappeared on financial data. When will it be available again? 

+5
Completed

mutual funds and Today's % gains/losses

rhicks 7 months ago in Data Error updated by SA Admin Shubham Shresth 6 months ago 10

ANOTHER DAY, ANOTHER BROKEN SYSTEM. MUTUAL FUNDS ARE NOT SHOWING ANY % GAINS OR LOSSES FOR YESTERDAY. THIS HAS BEEN GOING ON FOR 7 DAYS IN A ROW. IS THIS STILL AN OPEN ISSUE, OR DO I HAVE TO START A NEW ONE FOR THE SAME PROBLEM?

  

I AM ASKING A NEW QUESTION ON THE SAME ISSUE BECAUSE THE ORIGINAL QUESTION WAS SAID TO BE COMPLETED, BUT IT WAS NOT REALLY ADDRESSED.  A NEW TECH IS NEEDED THAT UNDERSTANDS THE APPLICATION AND HOW IT SHOULD WORK.

Portfolio
Answer

Hi,

This has been fixed. Apologies for the delay here.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+4
Completed

"My Portfolio" does not show the change in shares post split for Amazon, it does show the price change

jeffreyg3 4 months ago in Data Error updated by SA Admin Shubham Shresth 3 months ago 1
Portfolio Main Exchange
Answer

Hi,


This was a known issue and was fixed. We hope this issue is not occurring anymore. Please let us know if otherwise.


Hope this helps! Feel free to reach out in case further assistance is required.

Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+4
Under review

my cash dividend aac

MOHD HANAFI NGAH 5 months ago in Data Error / Dividend Error updated by SA Admin Shubham Shresth 5 months ago 1
Answer

Hi,

Can you please elaborate more on the exact issue?


Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha