I just started, so maybe I missed this. I don't see a way to add a note when I buy a stock. I have several investment newsletters that I follow. It's really important to me that I can look at a position and know which newsletter recommended the idea.
If you could just add a comment field in the transactions sections that would make a big difference. Two fields would be even better if I could sort or group by one of them. I would use the first field for the newsletter name and the second field for general comments. I think many people would like to have comments - little reminders like "pays dividend monthy" or "takeover target" are handy.
We are planning to do a major redesign of the site to make navigation simpler and the usage clearer.
Ideally, what currently takes 3 click should take... more...