Portfolio update SSG
Be able to update Portfolio with new SSG report without having to delete existing from portfolio and then add new SSG (sometimes imported from member following the stock) into the portfolio and reentering shares held. (i.e. Replace SSG abc 1/1/19 with abc 3/1/19)
2
votes
Roger Donaldson
shared this idea
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Carol
commented
I agree, this would be an improvement over the current functionality. It's inefficient and time consuming to have to go through the steps of deleting the old SSG, selecting the new replacement SSG, and looking up and re-entering the shares.