I only use IE for scripting (as far as I know, the only browser I can easily use from VBA is IE but not Edge). In this case, it does not matter as this grey side-bar does not appear in the pages I need for portfolio holdings, transactions etc i.e. it does not create any problem for my scripting.
For manual browsing, I use firefox. So it does not bother me either.
In summary, not a show stopper for me either for manual or scripted.
Simply an issue you might want to keep in mind if you want to offer compatibility with IE11 at some point.
Seems like it takes an extra step to get from one screen to another. Might just be my aging brain! But if it does, is there a reason for it to be that way?
A suggestion I made previously for the new website → could you display more than just 4 posts in the “recent posts” panel on the right pls?
The old website had 6 and it is much better.
I am an avid reader of the forum and it saves me a lot of time to check if there is anything new!
Same for the “release feature” panel although not as key since features not released so often.
(currently 2 posts visible instead of 5 previously)
Thank you in advance
Jerome
(this is on a computer browser - I did not check the Android interface!)
Where did the fundamental charts go? The ones where I had saved charts with many different factors charted together like EBITDA, Price2Book, margin, etc?
It got moved because Fundamental Chart will have a free version and a research version (soon). Other things will get moved too, like Stock Compare with the “freemiun” model. See where we are going with the free “invest” ?
I love the new look. It took me a few minutes to find where everything is at, but overall it looks more polished and professional.
However, on the dashboard under accounts, it says my IB account needs reconciliation. Why is this? I haven’t changed anything and haven’t seen that warning before.
Also, I noticed a minor bug on the technical charts. If you add a 50 day moving average line to the chart, the line starts 50 days after the price bars start. Same with 200 day, etc.
Thanks again for your hard work. It looks great!
[quote]
However, on the dashboard under accounts, it says my IB account needs reconciliation. Why is this? I haven’t changed anything and haven’t seen that warning before.
I have the same question. Also, why isn’t there an option to reconcile it to the book that I’m using to trade my accounts? Could this be done automatically by Portolio123?
An Invest Account (that is linked to IB) must match in positions and cash with the broker. When either is off we ask you to tell us what happened since you could have , for example, traded on IB platform.
You also need you to tell us what strategies are governing the Account. We offer different choices like Existing Research Strategy, a Manual strategy, a Designer Models, etc.
What’s missing now is Live Book. We chose not to allow following a Book in the new Invest accounts because the Account itself is like a book: it follows strategies according to a certain weights.
However, after actually trying, we now realized that being able to follow Live Books makes everything much easier for Research users.
Please forgive this question as I must be overlooking something very obvious, but I’m having trouble finding the system update information on the new site. Where is it?
On your landing page (just click on the P123 logo), there are three green dots (well, they’re usually green). If you hover over those you’ll get most of the info you need. If you click on them you’ll get more detailed info. Alternatively, use this URL: https://www.portfolio123.com/server_status.jsp . . .
