Bil,

The new platform sucks I agree but F5 works to refresh on my laptop. Try hitting the refresh icon instead of F5.  

Hi Kushal,

With the old format I didn't have to click individual portfolios. Once I logged in to SA, I could see ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES. We don't want to see the total for each portfolio, we want to see

ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES. Plus the page would automatically refresh so I could just leave that page open all the time and monitor everything without having to click anything. That's the part that SA is not getting- the best thing about the old format was the ability to continuously see ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES. By eliminating that feature, you have ruined the entire platform.

Hi Kushal,

It does NOT help at all.  Not one iota. 

With the old format I didn't have to click individual portfolios.  Once I logged in to SA, I could see ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES. We don't want to see the total for each portfolio, we want to see

ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES. Plus the page would automatically refresh so I could just leave that page open all the time and monitor everything without having to click anything.  That's the part that SA is not getting- the best thing about the old format was the ability to continuously see ALL HOLDINGS IN ALL PORTFOLIOS AT ALL TIMES.  By eliminating that feature, you have ruined the entire platform.  

Thanks.

Mark

The issue we are having is that the new format totally sucks and we want the old format back.  

The old format was great.  I could see all holdings on all portfolios on one screen.  That's the most important thing.  Please  go back to the old platform.