In the My Portfolio Holdings tab, consider adding a feature to group the multiple lots of the same ticker symbol with a calculated summary, and ability to expand the row to reveal each lot listed under it as a nested list.
In the My Portfolio Holdings tab, consider adding a feature to group the multiple lots of the same ticker symbol with a calculated summary, and ability to expand the row to reveal each lot listed under it as a nested list.
Hi there,
We are taking this as a product request. We will get back to you on this.
Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha
I also desire this feature. I have 25 holdings reinvesting dividends on 24 of them. The daily portfolio update emails tell me I have 80 stocks because each lot (reinvestment share purchases) of a holding is counted as a new holding and the quant rating is applied to each lot resulting in redundant buy/hold/sell tags. Lots might be better managed by being nested under a drop down arrow for each holding.
I should note my portfolios are manually updated and not broker linked, in case that affects how the system parses holdings.
The problem with your system design, as far as I can tell, is that your database associates lots with portfolios rather than ticker symbols. The problem with this design is that when I add a ticker symbol to a new portfolio, there are no lots associated with that ticker symbol in the new portfolio. Since I haven't been able to find a way to easily move a ticker symbol along with its lots from one portfolio to another, I've resorted to the unnecessarily difficult process of adding the ticker to the new portfolio, re-entering each lot by hand, and then removing the ticker from its old portfolio.
Lots should be associated with ticker symbols, not portfolios. If lots were associated with ticker symbols then I would be able to delete ticker symbols from portfolios without losing the associated lots and I could add tickers to portfolios and all of their lots would come with them. In addition, I could click on a ticker symbol and be able to see my lots from within the ticker symbol view and get a total gain/loss/average summary of that particular ticker.
The problem with your current database design is that you've established an improper relationship between portfolios and lots, and now that has made it exceedingly difficult to change the system. It's an unscalable design choice and you need to ditch it in favor of relating lots to tickers.
Hi there,
We are taking this as a product request. We will get back to you on this.
Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha