BIG ANNOUNCEMENT! Preview of our new website is now live

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Also

  1. Can we have more than 2 recent posts preview on the dashboard page pls. (right sidebar)
    Currently, there are 6 visible on the main page and it is a good number.
    The recent Feature Releases can stay at 2 (unless new features are released with significantly higher frequency)
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So how do you set up a Self Directed account to be driven by a user created book? I see the option to “drive” the account with a live portfolio, but I don’t see a way to drive it with a book.

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Thanks for the inputs.

About changing the name Portfolio123. we will do some soul searching after the holidays when we strategize our long term big picture. Might make sense.

Passive style works really well with taxable and small accounts due to several reasons. Until we fix the issues with active investing, passive investing is a good choice for many (which is why we added several passive models).

We’ll add a link to My Subscriptions under Designer Models.

Ditto for stock links. Although it’s a bit of a mish-mash since some stock pages require a “research” subscription.

Yes we need a system status in the dashboard if you have a “research” subscription. Not sure it’s needed otherwise.

“Contact us” it’s on it’s own page because it’s powered by Zendesk. It’s a complete ticketing system for requests and knowledge base. Having it more integrated would mean writing our own system.

Following one of your “research” systems on Invest deserves it’s own forum thread since it’s still being worked on. I’ll follow up with details.

Thanks again.

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Marco,
I welcome your step to separate the investor from the researcher.
I always recommended to copy stockopedia a bit for the average user, who just wants to invest instead of develop strategies.
Now you are more userfriendly than stockopedia, because of full automation with TRADE.
Congratulations !

Just one more thing left, stockopedia has INTERNATIONAL STOCKS