New website is live

Latest Release
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Research->Your Model->Screens->P123 Screens

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These are issues that should be fixed with the new website:

  1. 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

  2. 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

Thanks

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  1. We choose the Timeline because it tells you immediately if you own the stock in any of your accounts in Invest. But yeah, if you don’t use invest, it’s less valuable information.

  2. This is a known problem. Should have a fix soon so that switching tickers keeps you in the same stock page.

Thanks

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Marco, is there a way you could add a conditional statement like: IF INVEST IB Account >0, Timeline Default, ELSE Snapshot Default?

Thanks

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A customizable experience is something we will do.

I think once we fix the annoying switching of the pages when you enter a new ticker it will be much better.