New Request 11-24

[4Profits]

Mark,
I would like to add a new request:
When Adding any of the following:
- Alerts
- Notes
- Properties

Would it be possible to add a check mark or selection box to apply this change or addition to all open stocks with this symbol across all portfolios. This would save lots of time for people that may have the same investment in multiple portfolios. For example IRA's, Roth's, Kids accounts.
This would be appreciated.
Long Long time user
Jim

[Mark]

Hi Jim,

This is partially available now, but only in the Advisor version. Under "Edit / Symbol List..." you can modify all properties by symbol. This doesn't work for Notes or Alerts though.

[4Profits]

Would still be nice for those of us that are not financial advisors just long time users whose portfolios have grown and now contain many of the same stocks. would help keep common threads for all the same stock.
Jim

[Mark]

Okay, understood. Thanks for the feedback.