23
Portfolio tab not only aggregated
- Open
|
A |
Anonymous |
Currently you show in the portfolio tab of the sec. details pages always the aggregated informations only.
If would prefer to be able to see the data once aggregated and for each portfolio with this security as well.
This is important, if I have one security in multiple portfolios and want to check the data for each.
Activity Newest / Oldest
Another problem in this context: I have three portfolios. Two of them are selected to be aggregated.
When I now select the portfolio which is not aggregated and scroll down to the transactions of this portfolio, then I see all transactions, not just of this selected portfolio but of the portfolios which are aggregated as well.
This feels awkward and wrong. I would expect to see only transactions of the selected portfolio. Its also impossible to identify to which portfolio a specific transaction belongs. A coloring option or additional tag to which portfolio the transaction belongs to could help.
When I deselect the aggregation option for all portfolios, then I have no aggregated portfolio and then only the transactions of the portfolio are shown.
Personally I would see this not as a feature request, but rather as an error.
The selected portfolio itself shows all positions with loss or win values in regards to the portfolio.
This is fine.
But once you look into the details of a single position it shows the aggregated data. This makes it hard to review the position in case the position is available in two portfolios.
As long as you have the same position not in more than one portfolio, than this is no issue.
As a workaround I could import the affected portfolios again, but without including them in the aggregated view. Would work, but kind of overkill.
Will be interesting to see how many users have same positions in more than one portfolio.