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.
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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Replies 42
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
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?
thank you!! why screw around with views unless people are complaining. how do I go to the old view?
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
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.
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.
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..
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
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.
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
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