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Command "Update price" > "Single Investment - Repeat"

Questions about updating prices or transactions in Fund Manager

Postby Djobydjoba » Sat Jun 21, 2025 4:31 am

Hi Mark,

I use the command "Update price > "Single Investment - Repeat" to add prices in FM for some OTC investments. It would be useful if this command could be added to the "More >> Investment Data" in the Data Register, because:

if you are in the Data Register and want to add prices for the currently selected investment with this command, if you use the menu Edit > Investment Data > Update Price > Single Investment - Repeat, the command is applied to the investment selected in the Portfolio Editor, not to the investment selected in the Data Register. This is misleading (and annoying, you have to change the selection in the Portfolio Editor but what you are working on is the investment in the Data Register...)
Djobydjoba
 
Posts: 822
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Jun 21, 2025 8:33 am

Hi Djobydjoba,

Okay, understood. Thanks for the feedback. It would be good to add those commands to the DR "More..." menu.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Location: Chandler, AZ


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