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 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