Clarity on data and functionality. \u000aHi there, thank you for making this deal available. As I\u0027m navigating the platform, I\u0027ve noticed discrepancies in historical closing prices, especially with the stock Williams\u002DSonoma, Inc. (WSM) compared to Yahoo Finance or TradingView. Could this be due to a recent stock split? How should we address this when inputting historical trade data, and does it affect other calculations within the platform that would be mindful of? \u000a\u000aThank you for the custom asset feature. How should I record the most recent market value assessment so I can visually see the value and compare it with the acquisition value? I would like to plan to invest in tax deeds, personal notes, and similar instruments. I want to fully utilize the custom asset feature and track the value fluctuations for these assets manually or hopefully also see how they might be incorporated with the view of their performance on the analytics page.\u000a\u000aUpon examining the roadmap, it appears that I can use a trade journal to record notes on trades or missed opportunities, schedule follow\u002Dups, develop options strategies, and perform overall portfolio planning by simulating hypothetical scenarios to enhance my risk management. Am I understanding this correctly? \u000a\u000aAlso, I must applaud you for the prompt implementation of new features. My most anticipated feature is the Option Trades and Pricing Strategies, that\u0027s a game changer given the void in other platforms. \u000a\u000aThanks again for taking the time to review my questions.

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Clarity on data and functionality. \u000aHi there, thank you for making this deal available. As I\u0027m navigating the platform, I\u0027ve noticed discrepancies in historical closing prices, especially with the stock Williams\u002DSonoma, Inc. (WSM) compared to Yahoo Finance or TradingView. Could this be due to a recent stock split? How should we address this when inputting historical trade data, and does it affect other calculations within the platform that would be mindful of? \u000a\u000aThank you for the custom asset feature. How should I record the most recent market value assessment so I can visually see the value and compare it with the acquisition value? I would like to plan to invest in tax deeds, personal notes, and similar instruments. I want to fully utilize the custom asset feature and track the value fluctuations for these assets manually or hopefully also see how they might be incorporated with the view of their performance on the analytics page.\u000a\u000aUpon examining the roadmap, it appears that I can use a trade journal to record notes on trades or missed opportunities, schedule follow\u002Dups, develop options strategies, and perform overall portfolio planning by simulating hypothetical scenarios to enhance my risk management. Am I understanding this correctly? \u000a\u000aAlso, I must applaud you for the prompt implementation of new features. My most anticipated feature is the Option Trades and Pricing Strategies, that\u0027s a game changer given the void in other platforms.  \u000a\u000aThanks again for taking the time to review my questions.

allinvestview · Answer

Thanks for pointing the issue with WSM, there was a bug in the algorithm when importing the stock split. We have just fixed the algorithm and fixed the market data. \u000aNote the prices will include the stock split once it\u0027s added and a synthetic trade can be automatically created to account for the stock split, you can check the corporate action page.\u000a\u000aWe\u0027ve enhanced the custom asset feature to meet your requirements. You can now add and maintain a history of market values for each custom asset transaction. This allows you to track and visualize the current value and performance over time directly on the dashboard in the \u0022Stock Performance\u0022 table.\u000aYou can handle the history directly on the dashboard by clicking the Custom Asset or on the Transactions page.\u000a\u000aYou are right! we are also very happy to hear suggestions and make the platform customizable for each user (by implementing new requested features quick).\u000aFor example, what would you like to have for simulating hypothetical scenarios?\u000a\u000aWe\u0027ll try to prioritize the dev on Options, although it will take some time as it\u0027s a big development.\u000a\u000aHappy to hear your comments!\u000aWarm regards,\u000aRob

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