Adding more than 10 folios

20th Feb '21 by Sean Dunderdale

23 comments 1066 reads

I know this has been asked before, but that it why I am following up. I saw a post had been closed that was made in 2018 regarding this. The response was it is in progress and will be released in the new beta version of Stockopedia.....that was 2 years ago. That is a very long time to wait to be able to make more than 10 folios.

Ideally it would be 10x that. I like to be able to track stocks in all sorts of different markets. Semi-conductors, bio-med, container ships, the list goes on...to more than 10. I also like to have practice folios to try out strategies, and I keep track of stocks for my girlfriend.

Would it be possible to fast track this as I feel its one thing that actually hinders my progress on Stockopedia, which is frustrating because I love so much about the site.

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judywil

11th Jan '22

I am desperate for more portfolios too Sean. Who has ten portfolios these days. Such a big frustration with the software ATM. Do you have any other online software options you could recommend that you use for tracking other portfolios?

GrahamScott

Where did you find the in development list? Is there a link where we can vote for what’s needed. I too need significantly more folios. If someone could publish the link here then I’m sure most subscribers would vote for this feature. Ed, perhaps you could let us know why the delay in this feature and when we can expect to see an increase.

Johnl

More folios is my greatest need from Stocko. It is in fact the biggest single issue that stops me from adding USA and Europe to my sub..

marcusb

I agree, only having 10 portfolios is a real pain point for me too.

ambrosia

questions;

if you delete stocks from a folio that you've brought and sold, does it also delete the return or loss those stocks made

Also the total return, is that only from inception, or can you set it for over last 12 months or between certain dates

lastly, dividend returns, do you have to manually add them

Not to hijack the thread, good point about only 10 folios being allowed, I need more than 10 for my fantasy funds, watching, etc

Rusty2

If you delete stocks from your folio then yes everything will be removed as if you never held it.

As far as I know, You can only see the performance from the charts, ie 1 month, 3 months, 6 months, YTD, 1 year, 2 years, 3 years, 5 years and all years.

Yes have to add dividends manually. Also share splits. Watch out on share splits, one of my folios went wrong due to a share split. I would take a screen print before doing one.

andy scholefield

20 folios would be a useful tool

Skepsis

16th Jan '22

I agree. It's frustrating being restricted to 10 - especially if you subscribe to more than one region. I use portfolios as groups for ideas as well as actual portfolios where I can record my transactions for review etc.

doctor dave

Agree. My ten are used. Seems an unnecessary restriction. Can we have 20 please Ed?

Jeffvshepherd

Click on Learn, then Product road map.

Hardly anything on there?

This is a major restriction for some members and probably would not take much to change, 20 would be much better, having to delete folios all the time is not good.

yep just had a look myself and remarkably virtually nothing there. I’ve just requested the feature using the following link…

https://portal.productboard.co...

Perhaps others could request it too as no one from stockopedia appears to read this forum and comment.

Thanks, yes only one under consideration. I have submitted a request.

This feature needs to be made more widely known, many members are probably unaware of it.

Alphaflight

18th Jan '22

Is there further progress here? I too would really like to see the portfolio threshold limit increase...

Edward Croft

Me too !

I agree!

Definitely!

The restriction to 10 is one of the main reasons I don't subscribe to the US or Euro versions. I have to cover this on another site, but would much rather it was all in one place.

AnonymousUser1822519

20th Jan '22

On the topic of restrictions , more screens would be nice, and also 2 MA's on the same mini-chart.

Just to keep this on topic if you feel you need more than 10 folios on stocko then please raise a feature request here….

gmtrader

21st Jan '22

I’m sure more folios will be coming soon to coincide with the subscription increase.

Adding more than 10 folios

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Sean Dunderdale

23 comments

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