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Suggestion: Organizing Portfolios

Posted by: Lib84 on Nov 12, 08:17

I'd like to be able to have a folder system within the Portfolio. To put every single movie stock you have in one section is kind of annoying.

I would like to have a little more organization in there. A way for me to sort certain types of stocks like "Long Term", "Short Term", "My Radar Stocks", or any other customized folder.

Suggestion: Organizing Portfolios Lib84 Nov 12, 08:17

A suggestion...use coded share amounts.. StarBond Fund 16 ...BUY BONDS Nov 12, 18:36

That's what I do as well. It makes things easier. I can track reset trading, IPO purchases, and long term holdings. {nm} Port Value League Admin Nov 13, 00:16

Thanks for the tip, will use this but HSX should address this properly {nm} Lib84 Nov 15, 07:32

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