What happened to the portfolio view? Between yesterday and today it totally changed and the information I regularly use to monitor and evaluate stock has been scrambled.

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Is the old view recoverable?  How?

Duplicates 1
This new interface of portfolio views isn't working. It's not an improvement. Represents junior level software design. You could have very easily provided an option of original vs "new and improved".
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-1
SA Admin Kushal Mehrotra
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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

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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.

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-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

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PaFrank

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

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hedas2303
Quote from SA Admin Kushal Mehrotra

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

Avatar
hedas2303
Quote from SA Admin Kushal Mehrotra

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.

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21793061
Quote from SA Admin Kushal Mehrotra

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

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?

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11
TGAgrippa

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.

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Andrew Hesch

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+.

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-2

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

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-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