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Postby 4MoreProfits » Wed Aug 24, 2016 7:50 am

Mark,
I have a master portfolio with 6 or seven sub portfolio and those have several sub portfolio.
Master, Master|husband|IRA, Master|husband|Roth, Master|husband|brokerage
Master, Master|Wife|IRA, Master|Wife|Roth, Master|Wife|brokerage
Master, Master| Child1|School, Master| Child1|brokerage, Same for Child 2 and 2 Grand Children
Master|Watch.
Several of these contain the same investment, all have a 15% trailing stop and fixed Alert as well as an alert if price is exceeded, which could be different if bought at different times. It would be nice that if when an alert is activated you could double click on the investment in the popup and go directly to that investment. What can I say but that I m lazy, but it would be nice.

Thanks,
Jim
4MoreProfits
 
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Postby Mark » Wed Aug 24, 2016 9:46 am

Hi Jim,

Good point, it really should work that way. We'll try to get this improved.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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