Answer

-1
Answer
Under review

Hi all,


I will try to answer some of the queries raised above.

The new portfolio page is packed with a lot of useful features while keeping everything that you loved about the old portfolio.
1. JUMP TO ARTICLES - You can jump to articles related to your portfolio by clicking on 'View Headlines' on the far right or you can collapse your list of stocks by clicking on your portfolio name (Portfolio 1, in this case) and clicking 'All Portfolio'



2 EDIT HOLDINGS - You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
A. 

B.

C.

D.

3. SORT ALPHABETICALLY - 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 on any other column like 'Change %', 'Volume' etc. Your desired sorting will be saved by default.

Additionally, you can view a lot of helpful metrics like Earnings (to track earnings call date), Growth, Performance etc. that will aid you in managing your portfolio.
I'm sure in due time you will find the new portfolio page very useful and friendly.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

Duplicates 1

+4

Somebody in SA is getting paid to screw around with the web pages and does it from an IT standpoint, with no thinking from a media standpoint.

+3

I have some of my positions under holdings listed 2 or 3 times?  Wonder if this will be corrected or if I need to clean up the mess!!

+1

The new portfolio view is incorrect, which is pretty bad for this function, and I don't seem to be able to edit holdings at all - it's all grayed out. This is now an ok feature anymore unfortunately. 

+4

there is no point in looking at my protfolio over SA if I have double positions. Not an improvement!!

+3

when I click on seekng alpha emblem - portfolio view was always in a box on left side with news on the right so that you dont have to scroll around - can we or you move it back to that location? 

+1

thank you!! why screw around with views unless people are complaining. how do I go to the old view?

+11

The new view is horrible - I want to see all my stocks in all my portfolios with the biggest movers on top - it was a great way to get a quick view of what is going on with all my stocks and watchlists. This new view is crap. They should give you an option on whether to replace it with the old view or go to a new one. If this is what they are doing, I'll be leaving SA

+12

Please SA, revert to the previous portfolio view, or offer an option to revert. Why change what was working fine? 


I came to SA because of Google Finance changed their portfolio trackers for no apparent reason. SA was the best option for portfolio tracking that I could find at that time. So I joined SA and use it constantly, daily.


 Now here we are again... I'll have to start looking around again for another website. Hopefully you'll fix this quickly.

+1

I believe I'm also experiencing what these folks are talking about. I have a "Seeking Alpha" link on my Chrome bookmarks bar, and have for a few years. Used to be, I clicked on that and I got a page that included an article feed for stocks of interest to me (because the site keeps me signed in, I guess). Now, I just get my portfolio, which actually isn't my true portfolio but, instead, a list of stocks I'm following, some of which I own and some of which I don't. But no news and article feed.

What happened? I'm here as a refugee from the Yahoo stock boards, which once had the best place on the Web to talk about, and seek information about, stocks. Then the former ownership of Yahoo decided to wreck that site in ways too involved to go into here. So I looked around and found SA. After an adjustment period, I began to like SA better than Yahoo, though I continue to track my real portfolio with Yahoo. But I always suspected that the SA management would eventually screw it up just like Yahoo did and now this change in my personal landing page, as well as the incessant pleas to pony up for Premium, are providing evidence that the screw-up has begun.

My advice to SA: There will always be somebody else ... some hungry start-up ... that's providing it for free. 'Cause that's how the Web rolls.

+1

This is horrible.  If this is not fixed soon, I will not be back.

-1
Answer
Under review

Hi all,


I will try to answer some of the queries raised above.

The new portfolio page is packed with a lot of useful features while keeping everything that you loved about the old portfolio.
1. JUMP TO ARTICLES - You can jump to articles related to your portfolio by clicking on 'View Headlines' on the far right or you can collapse your list of stocks by clicking on your portfolio name (Portfolio 1, in this case) and clicking 'All Portfolio'



2 EDIT HOLDINGS - You can edit shares in a lot by clicking on shares and then choose to edit or add lots:
A. 

B.

C.

D.

3. SORT ALPHABETICALLY - 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 on any other column like 'Change %', 'Volume' etc. Your desired sorting will be saved by default.

Additionally, you can view a lot of helpful metrics like Earnings (to track earnings call date), Growth, Performance etc. that will aid you in managing your portfolio.
I'm sure in due time you will find the new portfolio page very useful and friendly.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

Hi, This shows how to edit the lots. Thank you. The "Edit portfolio" though is grayed out - I replied with a screenshot in a separate reply. To me Edit portfolio is the intuitive way to do this - I would not have tried clicking on the number of shares to do this unless you had showed me above.

+7

Kushal:

Stop cut and pasting the same defensive response that doesn't address people

s issues like wanting to see the ARTICLES.  And stop labeling your own posts as completed and answer, when they are just debating and disagreeing with user feedback.

Take off the IT goggles and think about how people consume content.  Would you put the stock tickers at the front of the WSJ and force people to go to the back to get articles?

+1

Is there a way to have a collapsed view of a stock with multiple lots that shows the total average numbers? If I purchase shares of a stock every 2 weeks, eventually I’ll have a screen with hundreds of entries just for one stock. Multiply that by even a handful of stocks and this will get extremely cumbersome. While I might like/need to see the history of individual purchase prices/dates every once in awhile, the vast majority of the time I want to see how my total holdings for a stock are performing as a whole. 

I'd also like to mention here that we have acknowledged that there's a duplication issue with the launch of the new Portfolio Page, and we're working on resolving this.
Requesting your patience and continued support.

-1

Hi hedas2303,

Can you please share a screenshot of your holdings page, where it is greyed out. Thanks

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

+6

You had a slim chance of me going premium before. Now it is ZERO.

+11

I think what is being missed by SA here is that I don't need SA for portfolio tracking purposes. The Web has many places for me to do that -- a dozen or more, including my own brokerage. Now, it's well and fine that SA provides portfolio tracking but I don't NEED SA for that. What I need SA for is the excellent articles and the attached commentary, which is what makes SA different and special. SA has elected to give short shrift to the very thing that makes it different and special in favor of the thing that the Web has made a commodity. Puzzling. It's the same sort of strange death wish I saw in Yahoo Finance before they buggered up their site.

+6

SA has become my main source of financial information, and I support it modernizing.  I would like to offer some constructive feedback, building on my comment I left when prompted by the home screen chat box.

1. The article/portfolio layout is less functional.  Previously, both articles and portfolios were conveniently viewed simultaneously.  Switching between the two was easy, and depending on portfolio sizes, limited scrolling was involved.  The new, more Y! Finance/Guru Focus/TipRanks set-up now involves a lot of scrolling, particularly on populous portfolios, and the intra-portfolio scroll bar is gone, making the page even longer.  It seems like there's a lot of wasted side-space, which I get if you want to make room for ads, that's the best place to put them, but I'd hate to see my now-favorite platform sacrifice usability, particularly with such a healthy subscription service already built in.

2. Portfolio view is tedious.  The page got substantially longer when not hiding the other other portfolios in a drop-down list.  One of the worst features of Y! Finance is, in order to get updates on all the stocks I do on SA, I have to scroll for ages down the screen just to see the whole portfolio.  Editing causes some similar strain.  No longer is it a simple "edit" button that changes the stock information into add/delete/move functions in the portfolio view.  It's now a whole separate pop-up window, and one that's larger still with no scroll bar, so the page got even longer that before...

I'm not necessarily saying it needs to revert back entirely, but there's definitely interface reasons I chose SA over the three aforementioned platforms that are also quite informative.  No one had the user interface functionality SA had.  Perhaps it's a matter of adding the scroll bars back into the portfolio drop downs, and hiding the unselected portfolios in a drop-down list, maintaining the editing functions within the portfolio drop downs, and showing fewer stocks in the portfolio at the top (so as to require scrolling through the portfolio).  Perhaps a more functional portfolio view would appear like a grid in the stagnant-sized box above the articles, such that instead of a 10-ticker list, it could be a 20-ticker grid.

I also imagine given a choice, I'd revert back to the old view.  But it may be convenient for the wide-age-range catered to here if there was an option to enlarge fonts, to reduce the need to enlarge the whole view with ctrl+.

-1

Hi hedas2303,

The 'Edit Portfolio' allows you to add/remove stocks symbols in your portfolio, while clicking on '+add lots' allow you to add lots of the stocks purchased, in your portfolio.
To add stocks to your portfolio, you can search for the symbols in the search bar and remove symbols by clicking on the 'bin' icon.
You can also re-arrange the order of your portfolio by clicking on the 'hamburger' icon that is denoted as 3 horizontal lines.

I hope this helped, feel free to reach out in case further assistance is required.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

+2

You know what would be helpful is a full instructional site for this new product.  It is not intuitive and does not add value to traders who use your platform.  You may have added some bells and whistles but you've lost the core functionality and ease of use the old platform contained.  Unfortunately, your attempt to make it better has made it harder to use and less useful.  I will continue to use your research and articles but this new tracker is not one that I plan on trying to figure out.  I was going to sign up for your Premium service but with this change I don't think the money spent would be worth it.  Moving on to find a new tracker that works like your old one.

-2

Hi 21793061,

I'm sorry that you find the new update distasteful. While we have users who appreciate the wide library of stock analysis and news on SA, we have other users who appreciate our coverage of financial and performance-related information, and with this new update, we have tried to create a balance in providing both kinds of information.

We value your feedback and request your patience with this new layout, I'm hopeful that in due time you will find merit In this new update.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

Hi Andrew Hesch,

Thanks for writing in, I've relayed your valuable suggestions to our team working on the new update.
Thanks Again.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

+4

Should have done more testing with a live user audience.  No one want to wait for IT to make fixes to a premature roll-out and poorly designed "upgrade".  It appears that this release was rushed to go live.  No upfront notice to users, no testing, at least none that is apparent from the fatal flaws this release contains.  You've made this tool, as it is now configured, pretty much useless.  There are math problems with your Average Cost per Share calculation, as it does not compute the same dollar value averaging of lot cost as my brokerage account.  Don't know why that would be.  I tried to edit that value but you new model doesn't seem to have an edit function or at least one that I can find.  


Your users money is at stake and having a tool that is fully functional platform should be priority one, this release seems to have too many bugs, and less functionality than your previous version.  You should fall back to the old version until this new one has been stress tested and previewed with actual users prior to rolling it out again.

+3

agree with everyone above. nobody cares to track their performance via the portfolio page on sa. people use it for news and research. unless sa is trying to become a brokerage? too late for that...

it is currently much better than the first day you've rolled it out. at least i can minimize all of the tickers i follow (hundreds upon hundreds) and focus on the headlines instead. 

I just want my portfolio in alphabetical order,  wow, so screwed up now and can't find sort and order..

+3

you should have just left things alone!!

In my opinion I would not expect support from SA.

I attempted to sign up for a free trial, but my card was not accepted. I was locked out of the free trial and have never used the premium service. Now I have been slammed into th premium service without my authorization. I am disputing the h with my card holder.

Today I get a notice that I had signed up for the premium service and my card was billed.

I DID NOT SIGN UP FOR THE PREMIUM SERVICE, APPARENTLY I WAS SLAMMED.

Seeking Alpha has not responded to phone call or email.

Hey brotherrolf,

I have relayed your concern to our subscription support team and they will be reaching out to you soon.

Kindly allow us some time.

Regards,
Kushal Mehrotra

Data QA Analyst, Seeking Alpha

All my portfolios are gone for some reason and I am still getting emails related to the stocks in my portfolios.

Any help here?