Group all lots under a single stock to show overall stock position.

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As someone who dollar cost averages into a position, I have a lot of lots for the same stock. It would be nice to have those show up under a single "overall" stock position such that you can see the average for the entire position with an expansion to show each individual lot that contributes to the average. I've seen this in other platforms, so I know it is possible, it's just making sure the math is done correctly.

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SA Admin Kushal Mehrotra
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Thanks for the feedback. i'll relay it to our Product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

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SA Admin Kushal Mehrotra
  • Answer
  • Under review

Thanks for the feedback. i'll relay it to our Product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

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stevewoolf

I agree all lots of the same holding should be combined on one line 

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234557
Quote from SA Admin Kushal Mehrotra

Thanks for the feedback. i'll relay it to our Product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

Any updates?

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anonymous
Quote from SA Admin Kushal Mehrotra

Thanks for the feedback. i'll relay it to our Product team.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

same request, the portfolio is useless now without being able to understand overall gain/loss across historical purchases.


i am using finwiz app which has the perfect interface, but it's lacking all the insights that are available on seeking alpha

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a vnemes

Agree - I have the same issue.