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Conolidated symbol view across all portfolios/watchlists


makincash

Question

Would it be possible to create a consolidated view of all tickers from all portfolios/watchlists?  Some thing as simple as this would be very useful.

Symbol       Portfolio/watchlist      

SPY             Market

GOOG         Tech

 

Being able to sort it would be great and if possible be able to delete from here which would delete from the corresponding portfolio.  

Would need to support multiple instances of symbols since they potentially could exist in multiple portfolios/watchlists (in my case generally by accident).

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On 9/30/2020 at 11:53 AM, makincash said:

Being able to sort it would be great and if possible be able to delete from here which would delete from the corresponding portfolio.  

 

At least for this part, I thing we are on the same page.

Example: Running different scans requires different portfolios/watchlists, so when adding/removing 1 symbol only in 1 place would be great instead of searching through multiple portfolios

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