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
Jacky Thaoe commented
So what you seek is a dynamic tool where you can adopt your stop loss to fit your investment strategy. You can dynamically set it, or select some stop loss strategies based on theories e.g. below
I agree with a manual input as I have my own developed stop/loss system which cannot be automated
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.
Yup, this feature would be great. SharePad has it if you need a reference.
Kidge Elder commented
Please allow a facility for automatically 'rising' stop losses in portfolios
Damian Cannon commented
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.
create an alert that warns you when a price has deviated +/- a certain percentage from the purchase price irrespective of time