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Import new alerts across all investment in a portfolio

Comments, critical feedback, praise, or suggestions for new features.

Postby Ron Liu » Fri Feb 02, 2018 12:54 am

1. Is there a function or possibility to import a new alert like trailing stop to all investment in a sub-portfolio. It would save a lot of time.
2. Second question, how to find a symbol in Portfolio Editor such as "Find" function?
Ron Liu
 
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Postby Mark » Fri Feb 02, 2018 9:23 am

Hi Ron Liu,

1) Sorry, no, there isn't a feature to add an alert to all investments in a sub-portfolio. Maybe a future improvement.

2) There is no "Find" function for a symbol. If you're in the Portfolio Editor, you can sort the list view by symbol by clicking on that column's header. If you aren't sure which sub-portfolio it is in, you could also run a report at your top level, and filter by symbol. A find function like this might also be a good future improvement.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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