When clicking on 'my portfolios' we get a list of existing portfolios. It would be nice to see at least the % gain/loss (and preferably also the average RT) for each of the portfolios.
I would also appreciate if we could sort the list of portfolios (alphabetically, average RT, %gain)
Mike Rundell commented
Need to have the ability to add buy sell and edit transactions in your portfolio for added mobility when you are not at your desktop for the app to be effective and provide mobility. I know that the app is not intended to negate the need for desktop entries but this is an important function that is not available !
It would be helpful to be able to print each portfolio in an order of choice, such as we can choose how to list, but also indicate the metrics with red, yellow, and green. I have such a printout from a prior free trial.
Also, can I operate my mobile account on both my iPhone and iPad, and choose which I want to use at any given time.
Erik Laridon commented
What is the order of the holdings listed in each of the portfolios? I have no clue.
Would be nice to be able to select the order in which the holdings appear:
- invested value
- current value
- % gain/loss