Inconsistent details and a Stop Loss alert

CTYankee7
CTYankee7 Member ✭✭

  • Inconsistent Security Details displayed in Security Detail View:
    • Equities display Name, Symbol, Type, Industry, Market, Asset Class
    • MLPs display Name, Type, Asset Class
    • BDCs display Name, Type, Asset Class
    • REITs display Name, Type, Asset Class
    • Mutual Funds display Name, Symbol, Type, Asset Class
    • ETFs display Name, Type, Asset Class
  • Market Sectors are not captured nor is there any place to manually input.
  • Alerts Center screen:
    • Should be printable
    • Should have a check-box for deleting multiple Alerts at once.
  • There should be a Stop Loss option in the Security Detail screen that will activate an Alert.
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1 votes

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