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vireya

EDITING A SIMPLE FOLIO

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In QT, when editing the symbols, I can move the sumbols up or down via the buttons on the left and right of the editing page

 

Can/will we able to do this same thing in MT?

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In QT we could drag and drop stocks from one watchlist/portfolio to another. Is this a feature that will be incorporated into MT at some point? This would be a huge benefit to me. 

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I figured it out. When I gave the portfolios the same pin color, then I could easily transfer stocks back and forth. I did observe, however, that the windows had to be overlapping slightly or at least touching. If I dragged the stock across the open desktop, even a half inch gap, the transfer failed. Is this an intentional design or something that should be addressed? Or perhaps I am overlooking something that would prevent this from happening? 

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y, I need to look at that. seems that that if you move the dragging mouse over an empty area of the desktop or some certain other apps, it will stop the dragging. If you have a browser in the background between the two windows, it doesn't seem to have a problem. 

 

Will check on it.

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This might be a good place to ask this portfolio question. When I try to drag and drop a symbol in the portfolio up or down, the red bar shows where the intended landing spot is, but nothing happens most of the time and the symbol just stays put. Sometimes it will move, but if it does it will be two or three spots away from where the red bar. I can drag them easily up or down in the portfolio management window, but I presume by design those positions are not reflected in the live portfolio. And this issue does not happen in a watch list.

 

Also, I noticed that the width of columns for numbers (like volume) are not currently self-adjusting for the number width. I’m assuming that this is just a tweak yet to be implemented?

 

As an aside, I’m curious if the only difference between a portfolio and watch list is the addition of the P&L columns in the portfolio?

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I would like the ability to copy and paste from one watchlist to another, as from a sector watchlist to a general "hotlist." The ability to do so with mouse clicks would be preferable. 

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I should have specified that I mean copying the entire highlighted row, with symbol and note. I can manually type the symbol, then copy and paste the note. It would save a step and time to be able to highlight a row, copy, then paste. 

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drag/drop - if your portfolio is sorted, then you cannot drag except for into different groups

 

Column widths do not change automatically. You can either resize them manually or right click on the column header and select one of the resize options. 

 

Portfolio lets you enter details about symbols - QTY, PAID, date, notes, etc.  Watchlist doesn't, but instead lets you have just simple lists of symbols, including on the ribbon

 

Don't have copy/paste directly, but you can drag/drop to either move or copy rows. 

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Hi Jerry, 

 

How do you drag and drop to copy a row? I am probably overlooking something simple, but I have tried numerous times and various methods. All I ever get is a move. 

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