Genius - Allow Dividends to be added while Genius is on
To manually entering dividend payments in a portfolio one is required to shut off the Genius. However when the Genius is again activated the stop criteria changes to 'None' on the table. After reactivating the Genius the stop criteria should be preserved and not have to be manually reset. (This applies to 'end of day' or once per day mode)
-
Ronald Schwab commented
I reiterate Jeff's comment below. It is impossible to maintain a trading strategy using Genius when the criteria set at the beginning of the portfolio are not saved when adjustments are made to the trades. I purchase the stocks on the recommended day but I don't get the price that Genius records, which requires an adjustment in the transaction log. I was told that this would be fixed on the recent improvements (Feb 10, 2017) and I don't see it. When can we expect this to be available?
-
Jeff Guenther commented
This is very frustrating to have to have to re-set manually set stop criteria after cycling the genius. Once I set a custom setting, the software should maintain that setting. For me, I would re-word the suggestion to just maintain the custom settings. Cycling the genius doesn't bother me to add transactions - the fact that the genius can't remember previous settings is a problem.