Open niteshpatel opened 11 years ago
One suggestion is to have a special code for the 'widget total' - i.e. the sum of holdings for all symbols in that widget, and a 'portfolio total', i.e. the sum of holdings for all symbols across all widgets. Something like #widget and #portfolio. Then that easily fits into the existing workflow of adding symbols per row.
An important consideration is how to convey to uses these special codes are available. Perhaps a greyed out option underneath the existing stock symbols in Stocks setup. Unless we advise users of these codes they won't be useful. However, note that many users won't have holdings stored in the app and so these 'hints' just amount to 'noise'. Need to think about the right balance.
Many users have asked for an option for their total portfolio balance to be displayed on the widget. There doesn't seem to be any obvious place to put this, so it needs thinking about.
One suggestion by a user was to have a special stock code for portfolio total. Users rock :)