In Tradestops we have the capability to only show one purchase price and one purchase date per position. We realize the limitations of this, as many people purchase the same stock at different times. We are working on expanding our program to account for this in the future. For now, if you want to have your positions completely accurate, you will have to enter them into TradeStops manually, in a manual portfolio. Then you could enter each purchase 'lot' separately, and enter each purchase date and price individually. Your position values and cost/basis should come out accurately this way.142 votes
In Tradestops we have the capability to only show one purchase price and one purchase date per position. We realize the limitations of this, as many people purchase the same stock at different times. We are working on expanding our program to account for this in the future. For now, if you want to have your positions completely accurate, you will have to enter them into TradeStops manually, in a manual portfolio. Then you could enter each purchase ‘lot’ separately, and enter each purchase date and price individually. Your position values and cost/basis should come out accurately this way.
Add a dividend reinvestment checkbox per alert. Dividends purchase additional shares (n.nnnn). Track original & current shares.
My positions are often purchased with "Dividend Reinvestment Investment" and are used to purchase additional shares (four places of accuracy). We could add two fields per alert: DRIP checkbox & Current Shares.107 votes
I should have set this one to Under Review rather than Completed. We agree that it is a desirable service but are still working out how to best implement it.
It is so tedious to enter a position with multiple buys and/or reinvested dividends. A single stock can absorb many of the 100-entry limit.
1) Combine multiple buys into a single position.
2) Support reinvestment of dividends.
3) Allow far more than 100 positions!!
Entering positions is incredibly tedious due to 1) and 2) above.
Due to 3) I can't even enter my basic data! This service is way too expensive to have such a low limit!39 votes
DRIPs are currently being worked on to be available in TradeStops. We do not have a release date for when it will be available at this time.
In emails such as "Entry Price: $8.55; Entry Date: 08/18/2011; Shares: 1.00; Trade Type: Long" it would be nice to see "Initial Entry Price: $12.00, Dividend Adjusted Entry Price: $8.00, ...." instead. This would reinforce the good perspective of appreciating how close you are to "free money" / long term perspective.30 votes
Tradestops has a feature called “Edit View”. In “Edit View” you can place additional columns of information to your page. In “Position View” you can customize your page with 37 choices of information to your position. You can add commission, dividends, entry price, total cost basis,etc….
To access this page go to Alerts & Positions">Positions Only>on right of screen click the “gear icon”>an “Edit View” window will pop up>pull the selected box down to the columns>save and close when completed.
1. Please display both the real entry and the adjusted entry on the chart page, so we can easily see the impact of dividends, splits, etc.
2. Better yet, create an option to switch views of the trend line between actual & adjusted entry, or display both.
3. It would also be nice to allow users to manually enter adjustment data, as a correction for to include factors not otherwise reflected in the chart.27 votes
When I first open TS, I usually click from the default portfolio to "ALL Portfolios" to get an overall sense of how things are going before doing anything in any specific portfolio. It would be nice if it was possible to set TS to automatically open to aALL portfolios automatically.16 votes
Follow Stansberry's formula for trailing stops which is (high price - premiums and dividends) times your stop loss
Stansberry's formula for trailing stops which is (high price - premiums and dividends) times your stop loss. You seem to be excluding the covered calls and put premiums in your calculation. Also you subtract the dividends from the purchase price rather than the highest price since I bought it. According to the Stansberry writers premiums and dividends are part of ROI except for a put premium that gets put to you which then is considered part of the purchase price. Any chance you change your formula and list the stock's ROI in the portfolio?16 votes
Provide an easy to find phone number if we want to talk with customer support15 votes
At this time, our customer support number is available under the “Support” tab on the top right corner of the screen.
Support>Submit a Request, phone number 479-696-9727 M-Fri. 9-5 EDT (the right box above the customer service email address).
When I change an alert on a page other than page 1 and save it, the screen goes back to page 1. It should stay on the page I am on.
When I change an alert on a page other than page 1 and save it, the screen goes back to page 1. It should stay on the page I am on when I take the action.14 votes
Under Settings / General Settings / Program Options you can now set the number of alerts displayed per page to be up to 100.
I know that this doesn’t fully resolve the issue here but it should help. The issue you have reported will be resolved as well. It will just take a little more time.
In addition to doing automatic portfolio sync at night, would be great if you provide sync on demand for any selected portfolio. Free Wikinvest has this feature.14 votes
Freeze column headings in Alerts & Positions so they will remain visable when scrolling down through your positions.
Freeze column headings in Alerts & Positions so they will remain visible when scrolling down through your positions.13 votes
This feature is now available.
Although this is not available on Internet Explorer 8 or older versions, you will need to update to a new version.
Modify the Stock Dividend Alert to say “Ex-dividend date for <symbol>” and send it a few days earlier.
Two reasons: first so that if the symbol is in the Subject I do not even need to read the text, second because what you report is really the ex-div date and not the date the payment is made. Finally to be useful an alert for an ex-div date should be sent out at least a day earlier, but 10 would be better so that we can act upon. Income investors may want to purchase the shares a few days before the ex-div date so that they can cash the dividend.12 votes
Pie Chart of how portfolio is weighted by the market value of each position. Diversified by position of any stock
This is how our portfolio is weighted by the market value of each company. Snapshot to help ensure we’re diversified by not holding too much of any stock.11 votes
Great idea. Will do.
You NEED to figure out how to make the column widths smaller. This changed recently and it makes my view useless!!
Previously I was able to adjust the width of a column. Now the column widths are limited by the "header info". This is a huge waste of column space and makes my view of tradestops almost useless! Why not use 2 or 3 lines if needed for the header info and let the columns be as narrow as possible to allow us to view as much info as we can? This "new" enhancement is VERY hard to deal with!11 votes
Column widths can be reduced down, but the width does have a minimum. You can also zoom out on the web browser.
Currently one can only choose whether to have the entry price adjusted or not. I'd prefer to have a column for the entry price, and another column that is adjusted for dividends, with the user choosing which to use as the basis for alerts. I realize adding columns is an issue, especially with the new format that has a bigger font and unecessary extra spacing (vertically and horizontally), but it is willing annoying not to have the original entry price kept as a "record".11 votes
Because of the difference in selling covered call options vs buying a call, the calculation of gain or loss as presented at the bottom of the portfolio page is misleading. For instance, if a covered call is sold at $1.00 and then the market moves the call price to $1.05 it would cost an extra $.05 to buy a call to close the position and result in a loss of $.05 per share per contract. The same would hold true for selling a put where the price of the put became more expensive.10 votes
It doesn't look like you support mini options. Is that in the works? I have a few that I cannot track in TradeStops.10 votes
At this time, we do not support weekly or mini options. We will consider this service in the future. Keep checking.
I usually select "All" portfolios to work, and every time I make a change the screen goes back to the default portfolio, rather than all.9 votes
Does tradestops support non-US stock exchanges like London, Swiss or other European exchanges ? If so, how do you enter stocks on other exchanges ?9 votes
Tradestops only supports Internet Explorer 9 and newer, as well as Firefox, and Google Chrome. Versions older than Internet Explorer 9
experience load time and other technical issues.
Browsers that are not supported may experience other load time issues. If you are experiencing load time issues call customer service.
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