OmniVest Forum : General OmniVest Feature Requests : Default Account settings for new portfolio view

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OmniVest User Forums General OmniVest Feature Requests Default Account settings for new portfolio view		Last Activity 12/14/2017 8:41 PM 0 replies, 791 viewings

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BrianD

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Posts: 302

Joined: 2/23/2013
Location: Grand Rapids, MI

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Subject : Default Account settings for new portfolio view
Posted : 8/12/2016 6:55 PM
Post #36189

The new Portfolio view adds some nice features. But all statistics are based on a default Account settings. And there is no access to the old Portfolio view. The view of the Portfolios are all based on settings I would not use.

Please consider an option to select the Test Settings (as was previously created to be available in the Portfolio view web page) in the new Select Portfolio page. Maybe a button to select default or Custom?

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