Hello,
Sometimes I need to âshave offâ some positions for some reason. The problem is when I close a position, I do not know which of the one Iâm closing (as I commonly open and close positions for the same stock).
PROBLEM
when I close a position (within several open positions) I do not know the one that Iâm closing!
This is something that you must absolutely fix because it turns portfolio management unmanageable.
Your position history is hard to read, I cannot see the P&L per opened position and Iâm unable to close one from the list. Suppress it and consider the following:
When double clicking an open position (investor account) I want to see all my opened positions for a given stock in the same listview format as the âOpen positionsâ listview (that should be called âportfolioâ on the tooltip) and with more or less the same columns I have in the âportfolioâ listview. Allow closing individual positions, that consequently opens your âclose positionâ dialog.
Remove the blurring effect when selecting a line in the âopen positionâ listview (the tooltip should be called âPortfolioâ instead of âopen positionsâ)
Instead of having a configuration option to show tickers instead of full stock name, you should add a column option for both (allowing user selection).
Add an invested column in your âopen positionâ listview (that should be called âportfolioâ) with the amount of money invested in given stock.
It appears that your interface wasnât designed with people in mind that open several positions of the same asset, which is the basis for any long-term investor.
Some feedback would be appreciated,
Regards