Historic Transactions in MYP
under review
K
Kryptonite green Albatross
yes it is esential that the history stays there even when sold. Also MYP when graphed it does not take into account buying or selling days. It only graph the asset as if you would have hold it forever. These things need to be fixed since we need to be able to show our partners the reality of their portfolio. Yahoo finance does this a lot better. The only reason I dont use it more is because is not authorized for my country. Please these are essential things to solve.
Conor MacNeil
updated the status to
under review
O
Oxblood Swan
Is there any timeline to this being taken up for development?
Conor MacNeil
Oxblood Swan: We are looking into this for next quarter.
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.
Load More
→