Historic Transactions in MYP
H
Hibiscus Bandicoot
I HOPE IT WILL BE SOLVED SOON. THIS REQUIREMENT IS ESSENTIAL!!
Conor MacNeil
Merged in a post:
SELL PORTFOLIO SHARES
H
Hibiscus Bandicoot
HELLO. HOW DO YOU MODIFY YOUR PORTFOLIO WHEN YOU SELL A STOCK?
I SEE THAT IT CAN ONLY BE DELETED AS IS, BUT IT IS NO LONGER REFLECTED ANYWHERE. NOR THE BENEFIT OR LOSS IN “PAYMENTS MADE”? THANK YOU
Conor MacNeil
Hey there, this isn't something we support today. My Portfolio shows current holding only. We plan to support this in the future.
M
Maria Karpenko
Merged in a post:
Recording Sales in My Portfolio
E
Endless Caribou
i find it hard to believe that you can input historical purchases of shares in My Porfolio but you cannot record sales. this way I do not see how useful My Portfolio can be, as it is not updated. do you have a plan to add this feature? thanks in advance
Conor MacNeil
Merged in a post:
My portfolio - realised gains/losses accounted
I
Ivory Hedgehog
Unless i am missing something it appears that I can't input a stock sale in my portfolio (deleting a position will not account for the gains/losses since purchasing it). In general I would expect to have a way to accurately track the performance of a portfolio
Conor MacNeil
Merged in a post:
CSV Import to Portfolio does not accept negative quantities
I
Institutional Mollusk
When trying to import trades via CSV file from other platforms, such as WealthSimple, negative quantities are not accepted (sales vs buys) which makes it impossibly tedious to manage portfolios.
Conor MacNeil
Hey RS, this isn't a bug so migrating this to feature requests for now.
Technically, portfolios in Koyfin don't support transactions/trades. My Portfolio / Client Portfolio are representations of current holdings, not historic transactions. This is functionality we hope to have in the future. Neither of these tools support short positions at this time, also something we plan in the future.
Conor MacNeil
Merged in a post:
The portfolio lacks the function of transactions
U
Ultra pink Frog
When I try to display a portfolio in my portfolio, I can only do it via “edit portfolio” where I can add tickers. However, it is not possible to differentiate between buying and selling - the transaction map is missing! This feature is a minimum requirement for use.
Conor MacNeil
Hi Walter, migrating this to our existing feature request for this.
Conor MacNeil
Merged in a post:
The portfolio lacks the function of transactions
U
Ultra pink Frog
My portfolio is missing the button for the transactions, I can only use edit Portfolio Tickers to add which were bought, but none that were sold. This is a basic function that every portfolio must be able to do!
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