I suggest you ...

Allow setting of global stop-losses in Folios

On the Folio Holdings page it would be helpful to be able to manually input a stop loss or other trigger level

93 votes
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    Steve Sampson shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    7 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I agree with a manual input as I have my own developed stop/loss system which cannot be automated

      • palmekt commented  ·   ·  Flag as inappropriate

        This is fine, but provided that you can set an automatic trailing stop loss - one that rises as the share price rises (updates itself) without a need for the investor to keep updating manually.

      • JPshares commented  ·   ·  Flag as inappropriate

        Yup, this feature would be great. SharePad has it if you need a reference.

      • Damian Cannon commented  ·   ·  Flag as inappropriate

        I'd like to be able to set a trailing stop-loss percentage at a portfolio level.

        So if a share falls by 20% (for example) from either its purchase price or the most recent high point then an alert would be sent.

        This idea stems from the Mello 2014 conference.

        Cheers,

        Damian

      • princecharlie commented  ·   ·  Flag as inappropriate

        create an alert that warns you when a price has deviated +/- a certain percentage from the purchase price irrespective of time

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