Allow Current Holdings entry to Portfolios on creation
As a new user, VV7 is impressive, but not user friendly in navigating back to a watchlist after carefully creating one, nor is it clear on how to create a portfolio of current held positions as a new member. It appears that you have to BUY your holdings today, instead of being able to enter the date you bought them, the numbers of shares, purchase price months ago, etc. Adding stocks to a portfolio appears like you are placing orders to purchase them again through a broker. Very confusing.
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Larry Campbell
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