Add a Notes feature to the Portfolio(s) which would enable adding note/s to each security in the portfolio list

Avatar
  • updated
  • Under review

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) :

Security 1

<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

Avatar
anonymous
  • Under review

Hi,

Thanks you so much for your valuable feedback. We will consider adding this to our portfolio tools in the near future.

Thanks,

Daniel Hochman

Director of Product, Seeking Alpha

Avatar
grg7

+1 for this one. Will be great to be able to jot a couple notes on WHY I put a stock  in my watchlist to begin with

Avatar
chesswiz

Yes, i just signed up to seeking alpha. And this was one of first things i wanted tot do. Please consider adding this functionality.

Avatar
sawvp57

Ditto. I'm looking for a system where I can do this. Was hoping it would be seeking alpha. I want to be able to easily track how close an equity is to my stop or buy trigger.

Avatar
dur11311ski

+1 for a notes field. I would like to use it to log my most recent valuation so that I know when to buy a stock on my watch list.

Avatar
enscheib

Yes, this is critical. A watchlist is made far more valuable with notes added 

by the user. I am looking at another paid service now just for this. It is a simple feature,

why not include that in one of your premium service offerings?  

Avatar
maco

Ditto:  would be most helpful!  Thanks for your consideration!

Avatar
anonymous

i also agree on all above