TRADE Changes

Some internal changes have been made and will be rolled out in stages.

The main changes which will be visible within the next few days are:

  1. Improved accuracy of the dollar amounts shown on the Accounts section on the Accounts & Positions page.
  2. Support for showing beginning-of-day non-stock positions.

These changes are being made to fulfill a need while reconciling account activity to a portfolio on the new investment platform currently under development.

Besides the changes listed above, there shouldn’t be any noticeable change in behavior.
If something appears to be behaving improperly, send a message to support@portfolio123.com, and we’ll try to address it promptly.

What’s the story on the new investment platform?