On the portolio page: Have the active/selected company shaded in different colour, so when you look from the list to the right hand side for more details, then back to the list you can easily see which stock you were just looking into.
I find myself selecting a company in my portfolio list, looking right for the price change, then looking left at my companies list again and not remembering which exact stock I just looked at. So I need to once again look right, scroll to the top, see the company name, then find the company in my list and select the next company.
Hope this makes sense: just have the company thatās selected shaded in a different colour in the list so itās easy to notice.
My neck is actually stiff this evening, from Craning my neck over to the right!
Iām serious! I find it so hard to navigate those little windows, āSTUCK BANG IN THE MIDDLEā of the screen, on a dual monitor setup. You cant move, stretch, widen anything.
IBKR has a function on their web app, that in one button press, allows WIDESCREEN for desktop users. The current T212 MOBILE app Version 7.6.3, as much as the bosses want it to be, is not a comfortable, or in many ways even readable, DESKTOP app. I get the cost savings for the code being all the same, but there must be a better way to mitigate some of the issues the desktop users are having.
*EDIT
As far as I recall, The OPEN POSITIONS section in advanced view always showed ALL of your investments, manual and otherwise, and always had? I donāt remember if we had a filter on the āadvancedā style view. be handy though for sure. I wish we could check the legacy app, but I think they torched it and deleted the GitHub!
Iām aware of the āpieā icon.
Now I think about itā¦ there was no filter option in Advanced. (only on mobile and basic view).
Yes the advanced ISA view list showed all manual buys.
EDIT (adding @Wit@Bogi.H ) to take a look at below in bold) But if you imported your manual buys into a pieā¦ it would disappear from this list of manual buys, and go into the pie. (number of shares bought would still be calculated and be reflected into the right hand side (buy/sell) panel).
I remember doing this to tidy up my positions list, by importing some old positions into a ādead/archiveā pie.
The totals numbers (free funds/portfolio/result) at the bottom of the screen would no longer take into account the capital from those pie āimportedā positions.
So there was no āfilterā as such, just any investment imported into a pie would be removed from the list.
To test, I have deleted an old pie and exported the assets out.
Then have recreated a new āarchiveā pieā¦ and imported my manual buys into it, but they remain in the list of manual buys.
Not sure if its just me, but I imagine someone with lots of pies would have a huge list now.
Anyone else have this issue?
Yes. I remember this feature now. It was ESSENTIAL. There mustāve been a way, I remember this problem before. As i am now dealing with the issue myself. Good catch man. Iām actually trying to seperate stuff right now, and I canāt.
Proactively, you need this feature when you want to reposition things, but keep a pie for when you want to add to it again. Now everything is jumbled together.
I think there was a filter or button, or something on the right hand side in legacy advanced? Was it like a secondary option? Was there an option when creating the pie? @Wit
I just cant remember at the moment
Was it in the chart options or instrument details?
the legacy app is like an old girlfriend now, just a distant memory
Using the filter in standard, then switching over to Advanced in the new app, doesnāt apply the filter, and still shows shows all open positions, regardless of the setting
I use dark mode on all my devices anyway, but I am using the legacy Navy instead of the new Dark. Just wondered peopleās thoughts. I like the Navy, relaxing on the eyes. The new dark has too much contrast, especially with the fonts being so BOLDā¦
Yea I tend to agree, it should create a tab (in the background) at the same time. Otherwise, there should be a way to seamlessly access the expanded chart, on the main window. You have to basically search for it, and then add it as a tab manually, if you wanted to really look at it furtherā¦ Maybe thats what it was designed for, just a quick reference?
Good morning mate, glad I could help you. If you have any other questions shoot me a message. Its a bit overwhelming, takes some getting used to. If you think of something, or find something confusing, donāt hesitate to post or send me a DM.
I was thinking about this concept yesterday myself. A āpie archiveā where past empty, or āpotentialā new pies are stored, edited, altered, adjusted etc. I like to make pies because of the return calculations it does, so I think an archive would be AMAZING to have, plus it cleans up your investment section.
OCD unite
Why does exporting an investment, now completely REMOVE and delete the slice / holding?
It used to just go to 0%, now it deletes the slice which is really time consuming because exporting, now Permanently alters the pie!
Can this be reverted to the previous method?
As it stands, if you export your holdings it deletes all the slices and wrecks the pie for future use!
EDIT
Good Morning @Wit
Did it always do this? I donāt remember having to duplicate pies, and go through a convoluted process of making new pies, or having re-add slices after export. The Holdings should always REMAIN in the pie, and ONLY the investment monies is what should be removed from the pie. I donāt see why it forces you to permanently delete / alter your pie, when youāre just trying to reposition stock.
If you donāt plan ahead, and make redundant duplicates of every pie, you have no option but to wreck your pie ā especially if you are trying to sell something fast, it just doesnt make sense to destroy the pie for no reason.
This is where the āpie archiveā could help as well, especially if you have to make a duplicate of every pie!!!
Good luck bro
