History of individual stock in portfolio

Welcome Guest! To enable all features please Login. New Registrations are disabled.

Notification

Error

History of individual stock in portfolio - Want to see history of stock transactions easier

Options

Previous Topic Next Topic

JanetLewis		#1 Posted : Friday, January 6, 2023 2:15:49 PM(UTC)
Rank: Member Posts: 9 Thanks: 1 times		In MyIclub on the accounting page our entire portfolio is listed and by clicking on a ticker or the icon next to it we can see all the transactions we entered for that stock company or go to the internet for that company. Is it possible to make that kind of link in our individual portfolio also? Currently we need to go to Reports sections. Thanks Janet Lewis


User Profile View All Posts by User View Thanks


	Wanna join the discussion?! Login to your forum account. New Registrations are disabled.

sean		#2 Posted : Monday, January 9, 2023 9:46:28 AM(UTC)
Rank: Administration Posts: 253 Thanks: 3 times Was thanked: 11 time(s) in 11 post(s)		Hello, Thank you for posting; could you expand on the request about adding a link in individual portfolios? The site really only has the portfolio of currently held securities, and a Watch List for stocks that the club might want to keep an eye on.


User Profile View All Posts by User View Thanks

JanetLewis		#3 Posted : Tuesday, January 17, 2023 10:20:34 AM(UTC)
Rank: Member Posts: 9 Thanks: 1 times		I would like to be able to click on the ticker in my personal portfolio and have it directly show the history of lots added to that stock rather than having to go to a report to see the history. Much like the club portfolio software will allow. Personal porfolio software doesn't appear to have that feature. Thanks.


User Profile View All Posts by User View Thanks

sean		#4 Posted : Wednesday, January 18, 2023 9:48:31 AM(UTC)
Rank: Administration Posts: 253 Thanks: 3 times Was thanked: 11 time(s) in 11 post(s)		Thank you for posting again. I didn't understand the first time, that you were asking about the portfolios that can be set up in StockCentral. I see what you mean, and am happy to send that request over to our folks for consideration.


User Profile View All Posts by User View Thanks

JanetLewis		#5 Posted : Friday, January 20, 2023 9:43:01 AM(UTC)
Rank: Member Posts: 9 Thanks: 1 times		Thanks


User Profile View All Posts by User View Thanks

sean		#6 Posted : Monday, February 6, 2023 11:18:41 AM(UTC)
Rank: Administration Posts: 253 Thanks: 3 times Was thanked: 11 time(s) in 11 post(s)		Hello, I'm posting to let you know that we have updated the Portfolios in StockCentral. Now, if you click on the name of a security from the standard Valuation page, that will take you to the transaction history for that security.

1 user thanked sean for this useful post.		JanetLewis on 2/7/2023(UTC)
User Profile View All Posts by User View Thanks

Users browsing this topic
Guest

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Investment Club Tools	Investor Advisory Service	Historical data by	SmallCap Informer	Instant Stock Analysis by	About ICLUBcentral Inc.