+9
Completed

What are you doing SA?

gretorahig 6 months ago updated by csmith4321 6 months ago 3

Why did you change my portfolio view?  Don't like this change. Please set it back to the way it was...please!

Answer

Answer
Completed

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

Answer
Completed

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

+2

Posting the same answer from Seeking Alpha does not address the basic issue.    Before it was a nice single page of holdings and daily price movement.  Now you must click to open each portfolio and the layout is not as readable.   Very negative change.    It you don't go back to the older method I will be forced to find a new site.