You can open individual portfolios to get all the information you mentioned above. You can do that by clicking on all portfolio and selecting individual portfolios mentioned in the dropdown. for example, one of my portfolios is named 'Portfolio 1' as you can see in the image below.
Also, the quotes auto-refresh every 30 secs to 1 minute.
Why did SA spring this new format on us without allowing us to test and comment? I used to be able to get an updated portfolio overview - now it doesn't update nor show the information I want to see. I find it pretty unusable.
can you please elaborate on what information is not updating on your portfolio? it'll help us resolve your issue effectively.
Data QA Analyst, Seeking Alpha
please bring back the old portfolio i have heard very little that people like with this new format just give it up and go back to the old view please
I'm trying to re-envision the exact fields. Price, Price Change, & Change % still remain. There used to be Volume, Average Volume, Daily Price Range, 52 week Price Range, Opening Price, Previous Close Price, and that's all I can recall. This display auto refreshed. The new display does not auto refresh. I reload the page to update the info, but it stays the same as far as I can tell. I expand the portfolio view and try to refresh it, but it just collapses the view. I have to open a symbol in a new tab to get current info. What is the point of a portfolio view if there's no view? I know you're trying to make improvements, but you can't just spring this on your users. You need a beta testing group to vet the new code and provide feedback from the user's perspective. Please revert back to the old portfolio view.
Okay, I must be doing something wrong. Here is what I see and it does not auto refresh. If I need to change something, please direct me to the instructions. Thanks.
Could it be a security/permissions issue? As Admin, you probably have higher clearance. Do the other members need more access? Just pondering....
Hi Kushal. Is this inquiry still active?