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!
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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 . . .
Took me a while to find the server status link, but luckily I had already bookmarked it and the path was still the same. Also took me a while to find the forums also.
These are issues that should be fixed with the new website:
When you search for a stock in the top right search box, the default search should land on “Snapshot”, not “Timeline”. There is nothing much of interest in “Timeline” while “Snapshot” is, what I believe, to be the most important factual page about the company. https://www.portfolio123.com/app/stock/snapshot
Fundamental Chart - Changing company navigation issue: When I’m working on this page, there is no easy way to change the company. There is a dropdown of last tickers I searched for but that’s very clumsy. I wish there was a search that would keep me on that page with the same settings and just change the company. https://www.portfolio123.com/app/stock/fundamentalChart