NOTE: We encountered an issue with the transition to the new portfolio and as of Tuesday April 30th Portfolio edits continue to be frozen. While we work to resolve the problem we ask for your patience as the old portfolios remain usable but changes will continue to not be saved, as outlined in the original notice below |
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We are making big changes to the free members Portfolio tool. Sneak peek of the visual change below. Generally this will load faster and be ready for mobile use as we move our website to being more mobile friendly.
Note that in preparation for this change we will be freezing edits to portfolios starting 2PM Pacific on Wednesday April 24th until Monday April 29th when the new portfolio will go live.
The freeze means you will still be able to use the current portfolio, however any changes you make will be lost on Monday when we switch over to the new Portfolio. So if you add or remove any transactions they will not be retained. If you do need to make changes during this time please keep a note on some other system, like paper or computer notepad, and enter the change after the new Portfolio is live on Monday.
Transactional entries in your portfolio, from before the freeze, will be brought over to the new portfolio.
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