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Portfolios & Watchlists & Screeners -- Sticky Sort, Number, and Deletion

KR
Karl Restall04 июля 25 г. | Опубликовано в Улучшения Платформы

Good morning, Dmitry!

A few suggestions for down-the-road improvements to consider:

1) The sort order of portfolios (and I presume watchlists and screeners) is not "sticky" meaning each time I return to the page, I need to re-sort my entries. It might help if the page "remembers" the current sort for each user. This appears to be the case in both views.

2) I currently have 44 portfolios that I 'play with' but the page only shows the first 20, requiring me to toggle to look at the next group of them and, this means that I also cannot quickly scan all 44 for a piece of information without 'flipping pages.' Isn't there any way to allow me to see them all on one page by default?

3) Deletion of a portfolio requires me to switch views to the chart (not list) view to bring up the deletion option for any given portfolio. Might be helpful if the options are also available in the list view.

Separately, my "Discussions" tab has a "10" marker next to it but I am not able to view any of my discussions no matter what combination of dropdown choices I select. Just me?

Great site. Awesome work. Thanks.

Karl

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Dmitry Shevchenko14 июля 25 г.

Hey Karl, thank you for the improvement suggestions. Just wanted to let you know that we’ve already incorporated some of them: exposed the portfolios-per-page option and added an actions menu for quick portfolio deletion and other actions in the table view. We also fixed the discussions view, so it should now correctly display the discussions you’ve participated in.

Thanks again for your feedback, really appreciate it!



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