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Under review

Finding which portfolio my ticker symbol is in?

konocwa 2 years ago in Website updated by anonymous 10 months ago 3

I track a number of different portfolios and have a lot of ticker symbols.  Very frequently I am looking at a stock that is in one of my portfolios, but do no recall which portfolio it is in and there is no easy way to know which portfolio it is in.  Could you add a link when displaying a stock, perhaps next to the "In portfolio" button, that will take you to that stocks portfolio or at least display which portfolio it is in?  Or perhaps in the table of "All portfolios" add a column that shows which portfolio it is in?  And a means of moving that stock from one portfolio to another?Thanks

Answer

Answer

Hi,

You can open "All Portfolios" Then expand each portfolio and can do a simple Ctrl+F search in the browser.

Hope this helps, Feel free to reach out in case further assistance is required.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

Under review

Thank you so much for the thoughtful feedback. We will discuss this within the product team.

Thanks,

Daniel Hochman

Director of Product, Seeking Alpha

Are you considering this?

Answer

Hi,

You can open "All Portfolios" Then expand each portfolio and can do a simple Ctrl+F search in the browser.

Hope this helps, Feel free to reach out in case further assistance is required.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha