Changes made in Sharesight

In order to preserve the promise of transparency and open communication, the change log records changes to topics made by both customers and employees. Anyone can dispute a change by clicking the "Dispute" link and entering additional details.


  • October 28, 2013 23:59
    Scott Ryburn
    Changed reply in topic of Consolidated performance report across multiple portfolios by Scott Ryburn to Hi Mike,<br><br>I agree that being able to group by share code such that you see a line item for each holding along with a subtotal would be a nice improvement. We certainly welcome further feedback from other users on the importance of this.<br><br>Currently we group by market (eg ASX, NZX, NASDAQ etc) for the purposes of providing subtotals and we know that's not always the way you'd like to view things. We'd like to introduce more flexibility into the way you can view the reports, in particular we <a href="https://getsatisfaction.com/sharesight/topics/ability_to_group_by_user_defined_headings">like the idea of some 'group by' options</a> so that you could group shares by either market, country, industry classification etc, or in the case of consolidated views, group by share code. This would provide a subtotal for each group. This functionality obviously requires a bit of work so we decided to release consolidated views first, we had a few unforeseen delays with this already so we didn't want to keep you waiting any longer!<br><br>As the current market groupings are already subtotalled, providing sub-subtotals within this grouping is not very practical within our current reporting framework. Three levels of totals gets a bit messy and we'd end up breaking other useful features like the column sort. We plan to continue to develop and improve consolidated views and appreciate the continuing feedback on this.<br><br><br>.
  • October 28, 2013 21:43
    Scott Ryburn
    Reason: Problem resolved by customer, removing at customer request.
    Dispute this change
  • October 25, 2013 06:40
    Scott Ryburn
    Changed title of removing portfolio by Victor PIPPETT to How do I remove a Consolidated View.
    Dispute this change
  • October 25, 2013 03:00
    Scott Ryburn
    Removed test by Nigel Ramsay
    Reason: test
    Dispute this change
  • October 25, 2013 03:00
    Scott Ryburn
    Removed test by Nigel Ramsay
    Reason: test
    Dispute this change
  • October 25, 2013 02:39
    Scott Ryburn
    Removed test by test test
    Reason: test
    Dispute this change
  • October 25, 2013 02:02
    Claudio Contin, the poster:
    Removed test by Claudio Contin
    Reason: removed by the poster
  • October 25, 2013 01:52
    Scott Ryburn, the poster:
    Removed test by Scott Ryburn
    Reason: removed by the poster
  • October 25, 2013 01:52
    Scott Ryburn, the poster:
    Removed test by Scott Ryburn
    Reason: removed by the poster
  • October 24, 2013 01:07
    Scott Ryburn
    Removed test by random_stranger
    Reason: test
    Dispute this change
  • October 24, 2013 01:01
    Scott Ryburn
    Removed test by random_stranger
    Reason: test
    Dispute this change
  • October 24, 2013 00:57
    Claudio Contin, the poster:
    Removed test by Claudio Contin
    Reason: removed by the poster
  • October 24, 2013 00:55
    Claudio Contin, the poster:
    Removed test by Claudio Contin
    Reason: removed by the poster
  • October 24, 2013 00:52
    Claudio Contin, the poster:
    Removed test by Claudio Contin
    Reason: removed by the poster
  • October 24, 2013 00:48
    Claudio Contin, the poster:
    Removed test by Claudio Contin
    Reason: removed by the poster
  • October 21, 2013 23:38
    name_10 surname_10, the poster:
    Reason: removed by the poster
  • October 21, 2013 23:36
    Scott Ryburn
    Reason: testing
    Dispute this change
  • October 21, 2013 23:36
    Scott Ryburn
    Removed test by Felix Pietruska
    Reason: testing
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  • October 21, 2013 23:13
    name_10 surname_10, the poster:
    Reason: removed by the poster
  • October 21, 2013 22:37
    Scott Ryburn
    Reason: test
    Dispute this change
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