They seem to have split the portfolio into 2 different sections depending on whether the investment was via autoinvest or not. This is REALLY annoying since I find it much easier to view one page displaying my entire portfolio. This also means that investments where both autoinvest AND direct investment were made are now split into 2 seperate pages rather than simply view the whole total. This is a retrograde step and should be removed ASAP. CrowdProperty Representative
Post by CrowdProperty Representative on Sept 24, 2019 9:01:38 GMT
Many thanks for your feedback.
We have been working on various improvements to both account structure/information and AutoInvest functionality, based on customer feedback. One initial change is that Self-Select pledges and AutoInvest pledges have now been separated into their designated portfolio pages because of the different implications for funds required. Your AutoInvest pledges can now be viewed in your AutoInvest Portfolio.
There are further improvements to come as part of the ever deepening functionality of AutoInvest and as we aim to deliver clearer information and a better user interface. We have noted your points regarding the segregation of your investments and, in response, we will reinstate a single portfolio view on a new full account summary page (which will give you improvements in both information and navigation).
With regard to the AutoInvest settings, there were a handful of users who updated their settings at the time of the update, which in turn caused the settings to revert to the funds available, rather than total funds in AutoInvest. These settings are being reverted.
Locating and diagnosing issues through a forum often takes time to locate specific users to diagnose as swiftly as possible. If you have a technical issue or need specific support with your account, please contact us directly via the CrowdProperty platform or email [email protected] It's of course fine to share experiences on the forum but additionally contacting us directly allows us to identify specific queries on your account and implement changes far more efficiently, which in turn allows for a better experience for all users.
Please accept our apologies for any confusion caused by the most recent release, we will ensure these changes are clarified on your portfolio pages and an email detailing the recent updates will be sent out later this week.
The CrowdProperty Team
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