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New view launched in Portfolio Tracker
Rank: Administration
Posts: 437
Thanks: 7 times
Was thanked: 14 time(s) in 10 post(s)
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We've added a new report (what we call a view) to the StockCentral Portfolio Tracker beta application. This replicates the Portfolio Review (PERT) Report that is used in Toolkit 6 and myICLUB.com, and is intended to give you a bit of a forward-looking view of the fundamental performance of the stocks in your portfolio.
We have a couple more views in the works to be added to this tool. As the tool is officially in the "beta test" stage, we're looking for feedback, so now's the chance to chime in with your suggestions.
Doug
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We really like the Portfolio View: Summary; however, would like it a lot more if we had column totals of:
Current Value, Total Cost, Gain/Loss and % Gain.
Could the "Last Updated" column information be replaced with "Total Cost" data?
Would it be possible to add a column for % Gain and a column for the ticker?
The column heading of "Average Cost" makes more sense to us in place of "Buy Price".
Ticker, Company, % Total, # Shares, Current Price, Average Cost, Current Value, Total Cost, Gain/Loss, % Gain
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Doug,
I am trying the Portfolio Tracker and find it useful, however when I sold a stock
I tried to delete it using "Manage Companies" but the stock would not delete.
The delete button was shown but it did not work. Any subgestions?
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Rank: Administration
Posts: 437
Thanks: 7 times
Was thanked: 14 time(s) in 10 post(s)
|
We really like the Portfolio View: Summary; however, would like it a lot more if we had column totals of:
Current Value, Total Cost, Gain/Loss and % Gain.
Could the "Last Updated" column information be replaced with "Total Cost" data?
Would it be possible to add a column for % Gain and a column for the ticker?
The column heading of "Average Cost" makes more sense to us in place of "Buy Price".
Ticker, Company, % Total, # Shares, Current Price, Average Cost, Current Value, Total Cost, Gain/Loss, % Gain
This report replicates the Portfolio Summary Report in Toolkit 6, so we won't be changing it here or on myICLUB.com. The "Buy Price" is the suggested maximum buy price at the current fundamentals for the stock, not your purchase price.
However, we have several more reports that we will be releasing to the tool, and they will have the information that you've requested.
Thanks!
Doug
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Rank: Administration
Posts: 437
Thanks: 7 times
Was thanked: 14 time(s) in 10 post(s)
|
I am trying the Portfolio Tracker and find it useful, however when I sold a stock
I tried to delete it using "Manage Companies" but the stock would not delete.
The delete button was shown but it did not work. Any subgestions?
You mean the Delete link, not button, right? I just tried it and it worked fine. What web browser are you using?
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Doug,
I am using an older (2008) version of Internet Explorer so I
reopened the portfolio tracker in Safari and the delete worked fine.
Thanks for the help.
Mark
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New view launched in Portfolio Tracker
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