I don’t like the new page. I used to only see the info on stocks I was following. Now when I get those alerts I no longer see just mine. Plus there is no way to clear the long list. The old version was better.
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Satisfaction mark by dickbuckly 4 years ago
until I can clear all the old junk off my page this new version is broken. I don’t want to see dozens and dozens of items. How hard could it be the put back the “Clear All”? Two minutes.
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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.
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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