I feel over time the interface is getting worse and worse. Maybe someone can tell me why this is. I’ll provide a few examples.
The number of clicks it takes to confirm an unconfirmed transaction.
From a consolidated view. Select portfolio for a particular stock (2 clicks) > View consolidated holdings > View holding in portfolio > Trade and income > select transaction > confirm. 8 clicks multiplied by the number of holdings. It used to be 6. Why is this common use case becoming harder to do?
Performance report - defaults to “closed positions” not included
What percentage of customers would want such a default to not include closed positions? What is this use case? This has got me a few times as I’d never expected this could potentially be a default behaviour. Defaults should be something that the vast majority of customers would want and need.
Trade and income tab
This has been moved into its own tab. And I think, and correct me if I’m wrong, the export to xls/csv function has been removed. From time to time I’d like to see the average purchase/sell price of a bunch of transactions and this just makes it difficult. I also think the summary page is completely devoid of any substantial information, so I’m not sure why “trade and income” were moved out of it.
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Thanks for your feedback @mushroompanda. We are rolling out a ‘Transaction’ page where you can confirm all unconfirmed dividends in a portfolio in a single page. That will reduce the clicks. Although that won’t be in the consolidated view. But I think that will be the first step.
re Trades & Income tab, we never had the function to export trades into csv/xlsx file from the Holding’s page. I take that you want to see the avg price in the trades & income tab right? We ‘split’ the holding page into tabs to 1) simplify the UX 2) to add more information down the line. For example, target price. So to make way to add more data without cluttering up the entire holding page.
re Performance with closed positions. I’d imagine it depends on circumstances. If someone is looking at current market exposure, measuring portfolio strategy, or short-term trades etc, excluding closed position make sense. But you’re right that including it gives a complete picture of “How is my portfolio really doing”.
Thanks for the reply @RickyYeo
The transactions page sounds like a step in the right direction.
My main point is every time I log on, it just seems like the interface is getting worse. The subscription price goes up, and my product experience is going down.
All these interface changes are “stylistic” in nature, but make the day to day experience more difficult. I don’t think my use case or my gripes are at all out of the ordinary here. Who would want to calculate Portfolio Performance excluding closed positions?
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Sometimes I want to exclude closed positions because I want to review and sell my “losers” and I don’t want to look at my previous losing positions that I have already sold.
Looking at losing positions reminds me that picking stocks is hit or miss.
Index funds are more reliable investment.
Ricky says: We are rolling out a ‘Transaction’ page where you can confirm all unconfirmed dividends in a portfolio in a single page.
That sounds really good as a lot of unconfirmed dividends are a nuisance at the moment with a lot of clicking as the original poster said.
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