This dialog is available from the Options / Preferences... menu command under the Graphs or Portfolio Editor window. It is also available from the Options / General Preferences... menu command under any Report window.
This dialog page allows you to customize other miscellaneous settings. These preferences are memorized from session to session. They include:
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Send Price Update at |
Enables sending a daily portfolio price(s) alert. When this feature is turned on, an alert will be activated each weekday at the specified time. This is a unique alert, independent of your investment price alerts. Your current alert options will determine how the alert will be sent. This alert only uses the e-mail and paging types of notification. E-mail notifications will report the current price of all open investments, while the paging notifications will fill in the specified paging string with data from only the topmost investment. This alert type handles some of the paging string keywords differently than for investment price alerts. The <hilo> keyword is ignored and the <count> keyword reports the total number of displayed investments. All other keywords work the same as with regular investment price alerts. The portfolio price(s) alert setting is memorized as part of your portfolio. |
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Initial "Data Type" In Data Register |
Controls the initial selection for the "Data Type" when opening the Data Register. |
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Action When Double Clicking An Investment In Portfolio Editor |
This option controls the performed action when double clicking on an investment in the Portfolio Editor. Choose to either open the Investment Properties Dialog or open the Data Register for the clicked on investment. |
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Weekend Starts On |
Choose the first day of the weekend for your locale. Normally this is Saturday. |
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Associate .OFX Files With Fund Manager |
Files with the extension of .OFX will be associated with Fund Manager. When "opening" a .OFX file the Import Transactions - Open Financial Exchange Dialog will be displayed with this file specified for import. |
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Associate .QFX Files With Fund Manager |
Files with the extension of .QFX will be associated with Fund Manager. When "opening" a .QFX file the Import Transactions - Open Financial Exchange Dialog will be displayed with this file specified for import. |