Thanks for the opportunity to provide some constructive feedback.
It is difficult to understand how to manage a recommended hotline portfolio with the constant comment " we are moving this position to the current portfolio". It would be great to understand from the beginning that you in fact keep at least 2 portfolios - Hotline and Current.
I think the Position Tracker is good but inconsistent. If I look for sector allocation in a specific account it shows in fact the sector allocation of all accounts. This is inconvenient and requires adding the positions manually to compare to the recommended sector allocation.
At the beginning I received e-mails with the Hotline reports and trading alerts. Perhpas somewhat excessife. But know I don't receive any notifications by e-mail at all. Also inconvenient.
Hope this helps.
7 months ago
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