Offline_s Limrick (Mini)   May 21, 2010
As a total newbie the thing I am looking for is information about how to enter my Sterling Investment Bond portfolio details so that I may track their performance. I am still looking half an hour later !
Offline_s jfitter (Mini)   Jun 15, 2010
The ability to import a portfolio from an Excel or CSV file would be nice
Offline_s wsmythe (Mini)   Jun 17, 2010
How about a method for handling options trades, either as a separate transaction or tied to an existing stock in the portfolio.
Permalink   Offline_s furious (Admin)
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...
Offline_s NMGRL (Basic)   Jun 21, 2010
New user..would like to know if it will be possible to view separate profit/loss data for different buys of the same stock rather than all lumped together, so that it's possible to quickly evaluate whether to sell or keep part of a total position.....

and related...if you ARE looking at the total gain, will it be possible to see a cost basis for the total holdings?
Permalink   Offline_s furious (Admin)
I just checked the records. The performance is working correctly. The reason why you are seeing negative returns is because the buy price that you entered... more...
Offline_s stevescown (Mini)   Jan 7, 2011
hey, happy new year. great to see the new development underway.. Can you check my accoumt as it continually tells me I have no open positions. thanks stve holding 9988 cheers !
Permalink   Offline_s furious (Admin)
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...
Offline_s joseph07009 (Mini)   Feb 12, 2011
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.
Permalink   Offline_s furious (Admin)
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...
Offline_s cfigueir (Basic)   Mar 6, 2011
Any plans for incorporating options? Futures?

I'd love to be able to track options positions or different combos/spread type positions and covered calls on stock positions.
Permalink   Offline_s sunnyv (Mini)
Options support
Offline_s advisortpg (Basic)   Mar 24, 2011
Furious - I started up a commodity model and only have 3 or 4 trades in it going back to August 2010. However the performance isnt showing from the end of September to beginning of February. They are all powershares commodities, so i am not sure why it has missed the pricing during that period. let me know.

Thanks
Offline_s kbthomps (Mini)   Mar 25, 2011
Ability to track options
Offline_s ultimax1 (Mini)   Mar 26, 2011
news feeds from major news sources related to current holdings
Offline_s gtabmx (Mini)   Jan 13, 2012
One key feature missing is the ability to specify the currency you are cashing in and out of, so that the date the transaction was made can be used to determine additional gains or losses on currency appreciation. This is key for a Canadian trading US securities.

-Mike
Permalink   Offline_s furious (Admin)
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...