Add a Notes feature to the Portfolio(s) which would enable adding note/s to each security in the portfolio list
The portfolios list is a great feature. It would be even greater if a small notes feature would be added to enable tracking certain events that happen to a security and which the user believes are important.
For example, I might be tracking a security and want to put my thoughts in a note(s) :
<date> last Q numbers look good
<date> CEO comp package is aligned w/ investors
<date> In last earnings call, ABC executive predicted that....
Another Security 2
<date> The company has a road show coming up in NYC
<date> They are releasing new features in 2 weeks.
The note system can be simple (similar to this form?); or just copy any note system that is out there. DATES are very important, and should be automatic when adding a new note, or line of information. Each security would be separated and have its own Notes which are not related to another security
Thanks you so much for your valuable feedback. We will consider adding this to our portfolio tools in the near future.
Director of Product, Seeking Alpha