Inconsistent details and a Stop Loss alert
CTYankee7
Member ✭✭
in Investments
- 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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