13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!

Hi Jason,

I've been doing some testing on the (NEW) portfolio screens, I've noted the new section has the following degradations/limitations over the existing screens. Could you please let us know if there are some plans for enhancing the new sections:

General:

• Filters are not simple to use, no dropdown option based on what the client has, manually type in filter options.
• I suspect the logic is useful only to very advanced users, and I doubt that there are too many use cases where the logic on filters would be used beyond "Contains"

Portfolio:

• Cannot edit existing account holding details (e.g. is FUM, CGT, Name override)
• Cannot exclude holding from reports
• Cannot add transactions from the portfolio screen (buy/sell/income)

Transactions:

• If a holding is out of balance (from datafeed provider), there is no flag on the asset line item.
• Tries to load too much data (all transactions for all holdings over the last 7 days) before filters are applied. 
• Using the new "search transactions" (from the portfolio screen) does not load filters into transactions screen. This would be useful to allow for then changing search terms.
• (new request) Using the new Search transactions does not limit the search to the account selected. Generally if we select to view transactions for a holding, we are selecting it on a specific account.
• If any filter is applied along the top (View results by/ date range), once you select apply, all the options groups collapse and have to be re-expanded

While I really like some of the new functionality available, and understand there is some time it takes to get use to the new view and how to navigate, a number of these make the new views significantly slow down the time it takes to get the relevant information we look for or need to update. Any enhancement roadmap for this section would be appreciated.