The edit portfolio function is not working. The only option is to delete a holding or delete the entire portfolio. The ability to change the number of shares is not working.

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  • updated
  • Not a bug
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SA Kateryna Kovrizhenko
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  • Not a bug

Hi, you can go to "Holdings" tab and click the value in the "Shares" column (or Add Lot) and there you will be able to edit/change the number of shares/remove or add a new slot for a particular company.

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Smarty_Pants

Still broken3 weeks later, as of 05/13/2020. 


I guess full functionality wasn't one of the "must have" capabilities of the website revamp. 

It's quite likely that losing long-time users might be.

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SA Kateryna Kovrizhenko
  • Answer
  • Not a bug

Hi, you can go to "Holdings" tab and click the value in the "Shares" column (or Add Lot) and there you will be able to edit/change the number of shares/remove or add a new slot for a particular company.

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Mary Wanna

Click on the "Holdings" tab. Then click on the number of shares of the stock that you want to edit, and then choose "Edit Lot" when the box pops up. And that worked. Be sure to save your changes. It's different and not so obvious, but I glad that I can edit now.

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Smarty_Pants

Thanks for the update.  It worked for me, though it's not obvious to do it that way.  At least I have now been able to reduce the bogus multiple entries (that appeared for some stocks in my portfolio with the revamp) down to a single entry again.


What is the point of the "Edit Portfolio" button at the upper right of the Portfolio page other than to change the Portfolio name or enable/disable notifications?  I found that quite misleading, FWIW.