Posted in: help-and-feedback
PORTFOLIO15 Dec 2010 16:31
Feedback on new portfolio.
We've had a number of e-mails regarding the new portfolio system that was added a couple of months back, and have taken the decision to temporarily switch the old portfolio to be the default while we address the change requests.
We have a decent sized list, but some of the ones we are definitely doing include:
1) Add a 'copy portfolio' button to bring across holdings from the old portfolio.
2) Percentage Change info plus direction arrow for the current prices
3) Link from each holding to the corresponding share price page.
4) Adding some contextual help; while we feel we have got a fairly good balance between usability and complexity, there has been feedback that the new portfolio is a little more difficult to use, and some features are not obvious.
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If users have more feedback that you feel would be useful, please feel free to post it here!
The new portfolio system has several advantages over the old one, and we feel will become a valuable tool for investors; however as with everything that is well used, we do understand that not everyone likes change! The advantages / features include:
1) Graphing of historical portfolio values
2) Profit/Loss for the day
3) Cash management (the old system does not take cash into account at all)
4) Support for multiple currencies, for foreign shares traded on the stock exchange.
5) Print support
6) Multiple portfolio support
7) Streaming live prices for live price subscribers
8) Export of holdings as CSV (Excel spreadsheet format)
9) Notes - per portfolio, and per transaction
10) Roll-back (undo) of last transaction per share
11) Full transaction history, plus cash-book.
As always, we value the feedback from our users, and will do our best to ensure that the portfolio meets requirements.
Many thanks,
Admin