this "SITE UPDATE" is POORLY DESIGNED compared to the previous, unable to track cost basis & OVERALL portfolio changes

Avatar
  • updated
  • Started
Pinned replies
Avatar
-1
SA Jacob Maltz
  • Answer
  • Started

Thanks for updating to the beta version of the app.  Please rotate your phone to see your portfolio holdings on the holdings tab,  Also, look at the "All Portfolios" view and let me know if everything is intact. 

Avatar
-1
SA Jacob Maltz
  • Answer
  • Started

Thanks for updating to the beta version of the app.  Please rotate your phone to see your portfolio holdings on the holdings tab,  Also, look at the "All Portfolios" view and let me know if everything is intact. 

Avatar
SA Jacob Maltz

Also, please note that the same portfolio is now available on the desktop site, so you can edit the portfolio on one device and it will appear on the other (after a refresh)