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ddebruhl  
#1 Posted : Sunday, May 29, 2016 11:15:23 AM(UTC)
ddebruhl

Rank: Advanced Member

Posts: 84

I have manually saved the Roster of Quality to the Portfolio Tracker to take advantage of the tools that the Portfolio Tracker has. I know that it changes from week to week and I have to manually update it to keep track of the portfolio. My question is can you add a Save to Portfolio Tracker button in Roster of Quality like you now have the download to Excel button? It would be a big help instead of having to manually update the Roaster of Quality Portfolio.

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sean  
#2 Posted : Tuesday, May 31, 2016 3:00:50 PM(UTC)
sean

Rank: Administration

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Were you thinking of a single portfolio that would update every week, or of having the ability to add/create a new portfolio each week? I think I could see a preference going either way. On the one hand, it might be nice to be able to have a constantly updating portfolio, that just shows the current roster each week. On the other side, I could see where you might get attached to several stocks from a given week, and want to keep track of those.
I'm not a programmer, so I can't speak to the difficulty of building one over the other, but would be interested to discuss which you might prefer, so I can have a good idea of what to suggest to our development folks.
ddebruhl  
#3 Posted : Tuesday, May 31, 2016 4:23:04 PM(UTC)
ddebruhl

Rank: Advanced Member

Posts: 84

All of your ideas sound great. I like the idea of a portfolio to update every week and having the ability to add/create a new portfolio. I use www.finviz.com and they have a screener that you can screen for stocks and save it to a portfolio and name it. If you want to edit it you can. It also has the capability of choosing to view it back in the screener and edit the screen and save it back to the portfolio.
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