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