+6
Under review

Entering multiple stock lots of the same Symbol

PawShen52 3 years ago in Product Features updated by anonymous 4 weeks ago 6

I'm sure there must be a way to enter many lots of the same security, but I must be too ignorant to figure it out.

I click on "add lot" and it enters the info in a whole new line.  Surely there is a way to keep all lots of the same security within one line until expanded.   "Is it just me?"

Portfolio

Answer

+1
Answer
Under review

Hi there,

We are looking into this.


Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

+1

No, not just you. I'm a recent new subscriber and am dismayed that, after entering my stock lots, the only view I have is one line per lot. No summary, no average cost, just a bunch of detail lines. No forest. just trees.

+1

Would like a feature (button on each row or at top of table for entire portfolio) to expand or collapse a security with multiple lots.  Sometimes I want to see the forest (e.g. average cost across lots) and sometimes I want to see the individual trees (per-lot cost, change, ageing).  If you add a column for "Number of lots" then clicking on that # could expand the lot details rows.

Can someone at Seeking Alpha respond to this issue.  It appears to be a two year old problem with no updates. 

This is immensely dissappointing.  How hard could it be to either allow upload of a csv file, or even just to have a page which allowed multiple rows to be typed in?  Even if you keep the same box layout, just not having to go back and forth clicking Add Lot each time would make a difference.  I am finding that the site tools are not up to standard for user interface.

+1
Answer
Under review

Hi there,

We are looking into this.


Regards,
Shubham Shresth
Data QA Analyst, Seeking Alpha

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