With the recent change to portfolio, I am no longer able to edit the number of shares or change the cost. It appears to me that all I can do is delete the entire position and then add it back. Very painful. Once added back, one then needs to drag it down past all the other holdings into alphabetical order. Again quite painful if one has 75 stocks in a portfolio. Is there a method to return to the old editing tool? This new method is not an enhancement.
Hi fhbecker,
You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
1.
2.
3.
4.
You can also arrange your stocks alphabetically by clicking on the symbol column, and then arrange them in ascending/descending order and you can also have a custom sort. Your desired sorting will be saved by default.
Hope this helps, please feel free to reach out in case further assistance is required.
I'm sure in due time you'll love the new portfolio page as it offers a host of new useful features and is very customizable as per your needs.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha
Thank you. I was able to edit one of my portfolio investments, but didn't get the option to add a lot. Can you show us how to add one. Thank You.
Hi fhbecker,
You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
1.
2.
3.
4.
You can also arrange your stocks alphabetically by clicking on the symbol column, and then arrange them in ascending/descending order and you can also have a custom sort. Your desired sorting will be saved by default.
Hope this helps, please feel free to reach out in case further assistance is required.
I'm sure in due time you'll love the new portfolio page as it offers a host of new useful features and is very customizable as per your needs.
Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha