I love that there are at least some basic sorting options for the portfolio in the web version, that’s a huge improvement and would be great to see that in the app too.
I’d like the first priority for updates to be making more user data available - add number of shares and average price paid to the main investment tables, plus a separate table of transactions data. My second priority would be a data export/csv download feature. I think that would be much more valuable than live prices or trading functionality as that already works great in the app.
The biggest disadvantage with the app is that there are limited options for sorting, filtering and charting data. If all our holdings and transaction data was available in the web tables at least we could copy and paste it to another program like Excel, even without an official export feature.
Idk this just sounds wrong to me. Being able to access your portfolio from the web shouldn’t be behind a paywall.
Maybe offer different features for Plus members, more detailed charts and graphs, more functionality. But paying to access your portfolio online would make me seriously reconsider my position towards the company.
It will just be a massive slap in the face, given how Freetrade has started and what their supposed mission is. I kind of got on board having some stocks behind a paywall, but having to pay to access your portfolio from a web browser would be a straight up big no from me.
I’m not sure why you have replied to my message as I think it should be aimed at the web development team. Hopefully someone from that side will pick it up but to help you along I’m tagging @clloyd who was the original poster and who I’m assuming is managing this feature or at least will be able to put you in touch with those who are.
I think as a beta product you cannot rely on the web interface and most brokers have T&C’s about service levels and being able to carry out trades. Also AFAIK, the web interface doesn’t allow trading at the moment.
Hope your issues are sorted soon.
The colour recently added for the loss/gain looks good (albeit mine is red for this example ), what would be so helpful would be to add the following…
Red box below - would be so nice to get a rough value in fx currency (with the cavet that this is a rough guide due to currency fluctuations) - would save constantly having to take the GBP price and converting to see the average fx price:
So happy to see beta testing has rolled out, I just signed upto plus to add some stop losses so I’ll be sure to check the website out! Just off the top of my head I was wondering if the following could be added:
-Visual lines for stop losses, or limit orders (I’m a visual person so I love the graphs)
-a news function for each individual company. For instance something like webull has a tab where all articles and news about a company show up in a window, it’s almost like a little text book which googles the ticker symbol and brings up the latest news.
-more advanced graphs, and info (of course), seeing things like options data to know what people are doing as this can influence decisions
All in all it sounds great and I’m looking forward to trying it!
Yeah to confirm as Mat said above that 1 day sorting doesn’t reflect the values (the share price increase) it just sorts by the percentage increase for both £ and % displays.
Additionally it might be useful (and if possible with the UI space available) to add the share price on that initial portfolio screen, those 1 day increase/decrease values and percentages are applicable to the share price and that page doesn’t display the share price currently.
No change on the UI, but there are apparent changes underneath.
I had a nosey around in the scripts which get downloaded with the website last week, spotted some changes from when I had a nosey around the first time as at launch.