Making it easier to enter a buy of a new security

English
1

I’ve just set up my first portfolio with just four securities and all looks like it is working.

However, sometimes one needs to import a varied portfolio from a source which is not readily CSV etc.

It seems that within a P-P portfolio the Buy button expects the security to be previously entered in the “All Securities”. IT would be much easier for users to have an option if a Security is not present, to then open a window to add new securities, then to close it and be able to add the actual purchase details. The existing method requires an inelegant switching.

John N. Location UK, Deutschkenntnisse nur A1

2

When you import your Broker transaction pdf for the first time, new securities will be created automatically.
This is the easiest way to go.

3

I think it is easier to export your data from your broker and import the file. Anyway, Creating your portfolio - Portfolio Performance Manual covers the options.

4

I agree it is best to import from Brokers.
In my case I have a number of brokers. For example with Interactive Investors I have several portfolios some of which can’t be merged for legal reasons, Transfers of other ones causes loss of historical purchase information which is needed for tax etc.

Using their export of transactions to a CSV file and then importing needs a lot of massaging of the CSV file. I will have a look making a template to aid import.

What I was trying to say was that the work flow process as it exists at the moment was a little clumsy, and it would be easier if when entering a security which did not exist, a new window session opened temporarily to add the security to the securities database.
This was simply instead of requiring users to remember, to first add the security, and then change the work mode to select the portfolio, then Add Security, Select it and put in the purchase details.

5

It’s not unusual to have many entity portfolios and brokers in a PP file which have to be kept separate. Fortunately the original upload only has to happen once and most of it can be massaged by spreadsheet.

I don’t understand your issue about entering the security. How about taking a few minutes to run the import the file tutorial and highlighting the issue?