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Suggestions/Bugs

S
SriramNovember 11, 24 | Posted in Help

Here are some change suggestions/observations

1. Stock screener - Add ability to apply stock screener filters to an existing portfolio. I would like to know which positions in my portfolio meet or fail to meet the screener criteria.

2. Settings - Ability to set my default benchmark and rebalance frequency.

3. My Portfolios - On modifying any existing portfolio, the page freezes up. Need to refresh the page. Also, if a portfolio is modified and saved, the view link does not refresh with the new updates. Page needs to be refreshed.

4. I am a Plus member and can create private portfolios. However I am unable to clone my own private portfolio. Ability to clone private portfolios and probably have the cloned portfolio set to private.

5. Screener columns - Ability to re-order sequence of selected columns. Ability to download screener results.

6. Ability to see performance charts with or without dividends.

7. ETFs - Ability to see the impact of expense ratios on performance.

8. Documentation - Easy to understand documentation in one place/link. Describe broad purpose of each of the Ratios/Tools in non-technical terms for non-finance professionals.

Thanks

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T
ThomasNovember 15, 24

9. The headline data in "Returns by Period" are complete different from the data below.

example portfolio:

headline year to date 14 %

below year to date 21 %

10. The data on portfoliolabs is complete different from the data on portfoliovisualizer.com

different drawdowns, dfifferent returns..for same portfolios



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